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 | $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 ↓ |
|---|---|---|---|
| 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% |