WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 111 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $735 | -0.7% | 16,123 | +0.1% | 0.28% | -48.5% |
| Q1 2024 | $740 | +10.3% | 16,107 | +0.9% | 0.54% | -3.4% |
| Q4 2023 | $671 | +12.6% | 15,970 | +3.8% | 0.56% | +2.0% |
| 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 | 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% |