WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 110 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,400,493 | -0.7% | 242,656 | +3.0% | 0.14% | +2.1% |
| Q2 2023 | $9,464,534 | -1.0% | 235,612 | -2.8% | 0.14% | -7.2% |
| Q1 2023 | $9,559,232 | +42.4% | 242,497 | +28.7% | 0.15% | +34.2% |
| Q4 2022 | $6,713,013 | -21.1% | 188,409 | -20.6% | 0.11% | -28.3% |
| Q3 2022 | $8,512,000 | -12.3% | 237,173 | -8.6% | 0.16% | -10.7% |
| Q2 2022 | $9,706,000 | -2.5% | 259,376 | +11.9% | 0.18% | +15.6% |
| Q1 2022 | $9,953,000 | +5.5% | 231,786 | +12.4% | 0.15% | +7.7% |
| Q4 2021 | $9,437,000 | +13.1% | 206,269 | +6.8% | 0.14% | 0.0% |
| Q3 2021 | $8,341,000 | -2.3% | 193,205 | -0.1% | 0.14% | -0.7% |
| Q2 2021 | $8,535,000 | -99.9% | 193,459 | -52.3% | 0.14% | -2.0% |
| Q1 2021 | $16,746,308,000 | +232811.1% | 405,558 | +121.8% | 0.15% | -5.8% |
| Q4 2020 | $7,190,000 | -6.8% | 182,847 | -13.3% | 0.16% | -19.6% |
| Q3 2020 | $7,715,000 | +2.1% | 210,953 | -2.1% | 0.19% | -9.8% |
| Q2 2020 | $7,557,000 | +44.3% | 215,422 | +24.5% | 0.22% | +12.0% |
| Q1 2020 | $5,237,000 | +1.1% | 173,000 | +21.3% | 0.19% | +25.5% |
| Q4 2019 | $5,180,000 | +2.9% | 142,587 | -4.8% | 0.15% | -10.0% |
| Q3 2019 | $5,036,000 | +769.8% | 149,802 | +746.0% | 0.17% | +709.5% |
| Q2 2019 | $579,000 | +1.9% | 17,707 | +0.3% | 0.02% | -12.5% |
| Q1 2019 | $568,000 | +10.1% | 17,657 | -4.8% | 0.02% | -4.0% |
| Q4 2018 | $516,000 | -47.9% | 18,557 | -39.9% | 0.02% | -46.8% |
| Q3 2018 | $990,000 | -0.1% | 30,865 | -1.0% | 0.05% | -20.3% |
| Q2 2018 | $991,000 | -28.6% | 31,162 | -30.7% | 0.06% | -37.9% |
| Q1 2018 | $1,387,000 | +115.4% | 44,953 | +121.0% | 0.10% | +93.9% |
| Q4 2017 | $644,000 | +143.0% | 20,338 | +135.1% | 0.05% | +81.5% |
| Q3 2017 | $265,000 | – | 8,652 | – | 0.03% | – |
Download | ||||||
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% |