WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 136 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $11,335,042 | -0.8% | 248,630 | -0.0% | 5.19% | -5.1% |
Q1 2024 | $11,423,900 | +8.1% | 248,670 | -1.2% | 5.47% | +1.6% |
Q4 2023 | $10,571,318 | +7.3% | 251,758 | -1.0% | 5.38% | -0.3% |
Q3 2023 | $9,853,906 | -2.2% | 254,360 | +1.4% | 5.40% | -1.5% |
Q2 2023 | $10,079,778 | +2.4% | 250,928 | +0.4% | 5.49% | -3.0% |
Q1 2023 | $9,847,668 | +275.0% | 249,814 | +238.9% | 5.66% | +218.4% |
Q4 2022 | $2,626,110 | -13.9% | 73,705 | -13.3% | 1.78% | -24.9% |
Q3 2022 | $3,051,000 | +11.8% | 85,004 | +16.5% | 2.36% | +16.8% |
Q2 2022 | $2,730,000 | +123.8% | 72,965 | +156.8% | 2.02% | +146.1% |
Q1 2022 | $1,220,000 | +133.7% | 28,413 | +148.9% | 0.82% | +124.9% |
Q4 2021 | $522,000 | – | 11,415 | – | 0.37% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Choice Wealth Advisors, LLC | 325,335 | $13,068,699 | 8.89% |
Melone Private Wealth, LLC | 220,607 | $8,861,782 | 6.25% |
WESCAP Management Group, Inc. | 401,769 | $16,139,065 | 5.64% |
CAPITAL WEALTH MANAGEMENT, LLC | 250,928 | $10,079,778 | 5.49% |
Trinity Wealth Management, LLC | 222,264 | $8,928,358 | 5.46% |
WEALTH MANAGEMENT RESOURCES, INC. | 218,758 | $8,787,509 | 5.11% |
Sculati Wealth Management, LLC | 232,604 | $9,343,703 | 4.70% |
Aspire Wealth Management Corp | 133,510 | $5,363,086 | 4.06% |
Laurel Wealth Planning LLC | 140,214 | $5,632 | 4.02% |
Summit Asset Management, LLC | 369,118 | $14,827,453 | 3.91% |