WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 73 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $347,532 | +14.0% | 8,971 | +18.2% | 0.17% | +19.3% |
Q2 2023 | $304,963 | +6.7% | 7,592 | +4.8% | 0.14% | +3.7% |
Q1 2023 | $285,695 | +10.7% | 7,247 | +0.0% | 0.14% | +5.5% |
Q4 2022 | $258,138 | +0.1% | 7,245 | +0.7% | 0.13% | +0.8% |
Q3 2022 | $258,000 | -4.1% | 7,193 | +0.1% | 0.13% | -1.6% |
Q2 2022 | $269,000 | -12.7% | 7,188 | +0.1% | 0.13% | +4.0% |
Q1 2022 | $308,000 | -2.8% | 7,179 | +3.6% | 0.12% | +21.6% |
Q4 2021 | $317,000 | +3.3% | 6,930 | -2.4% | 0.10% | -2.9% |
Q3 2021 | $307,000 | -3.2% | 7,100 | -1.1% | 0.10% | +1.0% |
Q2 2021 | $317,000 | -1.2% | 7,182 | -7.5% | 0.10% | -14.0% |
Q1 2021 | $321,000 | +5.2% | 7,765 | +0.1% | 0.12% | -22.9% |
Q4 2020 | $305,000 | +7.8% | 7,759 | +0.1% | 0.16% | -1.3% |
Q3 2020 | $283,000 | +4.0% | 7,748 | +0.1% | 0.16% | -7.0% |
Q2 2020 | $272,000 | -27.1% | 7,744 | -37.1% | 0.17% | -38.7% |
Q1 2020 | $373,000 | -16.2% | 12,307 | +0.6% | 0.28% | -22.3% |
Q4 2019 | $445,000 | +8.3% | 12,239 | +0.2% | 0.36% | +15.4% |
Q3 2019 | $411,000 | +3.3% | 12,220 | +0.4% | 0.31% | +1.0% |
Q2 2019 | $398,000 | +1.5% | 12,169 | +0.0% | 0.31% | -2.8% |
Q1 2019 | $392,000 | +16.0% | 12,164 | 0.0% | 0.32% | -17.2% |
Q4 2018 | $338,000 | – | 12,164 | – | 0.38% | – |
Download |
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% |