WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 153 filers reported holding WISDOMTREE TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| Delphi Private Advisors LLC | 66,300 | $2,101,000 | 5.16% |
| Summit Asset Management, LLC | 310,126 | $9,826,000 | 4.71% |
| BFSG, LLC | 240,015 | $7,605,000 | 3.21% |
| WESCAP Management Group, Inc. | 186,593 | $5,912,000 | 2.33% |
| Price Wealth, LLC | 105,312 | $3,336,000 | 2.18% |
| RiverFront Investment Group, LLC | 2,376,625 | $75,299,000 | 1.79% |
| Colorado Capital Management, Inc. | 76,538 | $2,425,000 | 1.70% |
| Stokes Capital Advisors, LLC | 71,962 | $2,280,000 | 1.54% |
| VALLEY NATIONAL ADVISERS INC | 96,379 | $3,054,000 | 1.06% |
| Ifrah Financial Services, Inc. | 74,004 | $2,345,000 | 0.85% |