WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 641,627 | $27,699,000 | 12.76% |
| Choice Wealth Advisors, LLC | 245,788 | $10,611,000 | 8.60% |
| WESCAP Management Group, Inc. | 510,858 | $22,054,000 | 6.41% |
| Summit Asset Management, LLC | 360,491 | $15,562,000 | 4.88% |
| Cardinal Point Wealth Management LLC | 237,089 | $10,235,000 | 4.81% |
| Trinity Wealth Management, LLC | 145,094 | $6,264,000 | 4.74% |
| Sculati Wealth Management, LLC | 172,527 | $7,448,000 | 3.95% |
| SPC Financial, Inc. | 695,870 | $30,041,000 | 3.72% |
| DHJJ Financial Advisors, Ltd. | 62,147 | $2,689,000 | 1.39% |
| Corbenic Partners LLC | 129,645 | $5,597,000 | 1.36% |