WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 197 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 629,378 | $27,768,000 | 12.95% |
| Choice Wealth Advisors, LLC | 242,140 | $10,683,000 | 7.68% |
| WESCAP Management Group, Inc. | 498,833 | $22,008,000 | 6.39% |
| Summit Asset Management, LLC | 352,773 | $15,564,000 | 4.89% |
| Trinity Wealth Management, LLC | 140,204 | $6,186,000 | 4.84% |
| Cardinal Point Wealth Management LLC | 232,380 | $10,253,000 | 4.63% |
| Sculati Wealth Management, LLC | 170,673 | $7,530,000 | 3.99% |
| SPC Financial, Inc. | 665,452 | $29,360,000 | 3.56% |
| Castleview Partners, LLC | 128,709 | $5,679,000 | 2.49% |
| Corbenic Partners LLC | 127,621 | $5,631,000 | 1.48% |