WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Americana Partners, LLC | 275,271 | $10,000,000 | 5.60% |
| Summit Asset Management, LLC | 356,736 | $12,960,000 | 5.53% |
| Trinity Wealth Management, LLC | 101,307 | $3,680,000 | 3.70% |
| FIFTH THIRD SECURITIES, INC. | 104,004 | $3,778,438,000 | 3.08% |
| Ameritas Investment Company, LLC | 368,267 | $13,379,000 | 2.81% |
| WESCAP Management Group, Inc. | 192,289 | $6,985,000 | 2.72% |
| CLIENT 1ST ADVISORY GROUP, LLC | 74,143 | $2,694,000 | 2.66% |
| Stewardship Advisors, LLC | 102,344 | $3,718,000 | 2.34% |
| VIVID FINANCIAL MANAGEMENT, INC. | 58,306 | $2,164,000 | 2.31% |
| Financial Enhancement Group LLC | 162,253 | $5,895,000 | 1.48% |