WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 103 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $596 | -0.7% | 15,391 | +3.1% | 0.54% | +140.7% |
| Q2 2023 | $600 | +7.0% | 14,927 | +4.9% | 0.23% | -68.4% |
| Q1 2023 | $561 | +18.4% | 14,223 | +6.9% | 0.72% | +2.9% |
| Q4 2022 | $474 | -99.9% | 13,301 | -30.8% | 0.70% | +106.8% |
| Q2 2022 | $720,000 | -13.6% | 19,233 | -0.8% | 0.34% | +14.7% |
| Q1 2022 | $833,000 | +3.0% | 19,389 | +9.7% | 0.29% | +23.6% |
| Q4 2021 | $809,000 | +4.8% | 17,682 | -1.1% | 0.24% | -60.1% |
| Q3 2021 | $772,000 | +4.7% | 17,885 | +0.2% | 0.59% | +109.9% |
| Q1 2021 | $737,000 | +24.7% | 17,850 | +18.7% | 0.28% | +13.2% |
| Q4 2020 | $591,000 | +2.6% | 15,037 | -4.5% | 0.25% | -9.7% |
| Q3 2020 | $576,000 | – | 15,750 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 323,323 | $12,525,544 | 8.85% |
| Prism Advisors, Inc. | 487,318 | $18,878,699 | 6.61% |
| Melone Private Wealth, LLC | 235,465 | $9,121,927 | 6.52% |
| WESCAP Management Group, Inc. | 404,207 | $15,658,977 | 5.58% |
| Trinity Wealth Management, LLC | 226,736 | $8,783,766 | 5.45% |
| CAPITAL WEALTH MANAGEMENT, LLC | 254,360 | $9,853,906 | 5.40% |
| Laurel Wealth Planning LLC | 167,463 | $6,488 | 5.05% |
| Sculati Wealth Management, LLC | 236,524 | $9,162,940 | 4.68% |
| Castleview Partners, LLC | 130,634 | $5,060,755 | 4.68% |
| WEALTH MANAGEMENT RESOURCES, INC. | 231,668 | $8,974,850 | 4.34% |