WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 152 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Choice Wealth Advisors, LLC | 323,323 | $12,525,544 | 8.85% |
Prism Advisors, Inc. | 487,318 | $18,878,699 | 6.61% |
Melone Private Wealth, LLC | 235,465 | $9,121,927 | 6.52% |
WESCAP Management Group, Inc. | 404,207 | $15,658,977 | 5.58% |
Trinity Wealth Management, LLC | 226,736 | $8,783,766 | 5.45% |
CAPITAL WEALTH MANAGEMENT, LLC | 254,360 | $9,853,906 | 5.40% |
Laurel Wealth Planning LLC | 167,463 | $6,488 | 5.05% |
Sculati Wealth Management, LLC | 236,524 | $9,162,940 | 4.68% |
Castleview Partners, LLC | 130,634 | $5,060,755 | 4.68% |
WEALTH MANAGEMENT RESOURCES, INC. | 231,668 | $8,974,850 | 4.34% |