WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 206 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $288,617 | +21.5% | 6,331 | +22.4% | 0.02% | +25.0% |
| Q1 2024 | $237,604 | +42.8% | 5,172 | +30.5% | 0.01% | +33.3% |
| Q4 2023 | $166,446 | +8.7% | 3,964 | +0.3% | 0.01% | 0.0% |
| Q3 2023 | $153,127 | +2684.1% | 3,953 | +2785.4% | 0.01% | – |
| Q2 2023 | $5,500 | +2.8% | 137 | +0.7% | 0.00% | – |
| Q1 2023 | $5,349 | +35.1% | 136 | +22.5% | 0.00% | – |
| Q4 2022 | $3,959 | -1.0% | 111 | +9.9% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 101 | +5.2% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 96 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | +33.3% | 96 | +33.3% | 0.00% | – |
| Q3 2021 | $3,000 | +50.0% | 72 | +44.0% | 0.00% | – |
| Q2 2021 | $2,000 | +100.0% | 50 | +150.0% | 0.00% | – |
| Q1 2021 | $1,000 | – | 20 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 20 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 325,335 | $13,068,699 | 8.89% |
| Melone Private Wealth, LLC | 220,607 | $8,861,782 | 6.25% |
| WESCAP Management Group, Inc. | 401,769 | $16,139,065 | 5.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 250,928 | $10,079,778 | 5.49% |
| Trinity Wealth Management, LLC | 222,264 | $8,928,358 | 5.46% |
| WEALTH MANAGEMENT RESOURCES, INC. | 218,758 | $8,787,509 | 5.11% |
| Sculati Wealth Management, LLC | 232,604 | $9,343,703 | 4.70% |
| Aspire Wealth Management Corp | 133,510 | $5,363,086 | 4.06% |
| Laurel Wealth Planning LLC | 140,214 | $5,632 | 4.02% |
| Summit Asset Management, LLC | 369,118 | $14,827,453 | 3.91% |