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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |