WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 139 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $522,860 | -1.7% | 12,989 | -1.9% | 0.04% | 0.0% |
| Q2 2023 | $532,017 | -55.5% | 13,244 | -56.3% | 0.04% | -55.8% |
| Q1 2023 | $1,195,521 | +18.2% | 30,328 | +6.9% | 0.09% | +14.7% |
| Q4 2022 | $1,011,086 | -7.2% | 28,378 | -6.5% | 0.08% | -16.7% |
| Q3 2022 | $1,089,000 | – | 30,363 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Asset Management, LLC | 320,910 | $10,298,000 | 4.77% |
| WESCAP Management Group, Inc. | 159,201 | $5,108,000 | 2.59% |
| Ifrah Financial Services, Inc. | 191,047 | $6,131,000 | 2.17% |
| Price Wealth, LLC | 146,720 | $4,708,000 | 1.75% |
| Colorado Capital Management, Inc. | 41,369 | $1,327,000 | 0.96% |
| SYM FINANCIAL Corp | 49,608 | $1,592,000 | 0.89% |
| VALLEY NATIONAL ADVISERS INC | 74,639 | $2,395,000 | 0.83% |
| CX Institutional | 71,472 | $2,294,000 | 0.76% |
| RiverFront Investment Group, LLC | 846,329 | $27,158,000 | 0.64% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 29,415 | $944,000 | 0.45% |