WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 138 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delphi Private Advisors LLC | 72,977 | $2,237,000 | 6.53% |
| Summit Asset Management, LLC | 295,589 | $9,063,000 | 4.54% |
| Jacobus Wealth Management, Inc. | 478,918 | $14,684,000 | 3.84% |
| BFSG, LLC | 237,089 | $7,269,000 | 3.28% |
| WESCAP Management Group, Inc. | 168,306 | $5,160,000 | 2.32% |
| Colorado Capital Management, Inc. | 84,790 | $2,599,000 | 1.94% |
| RiverFront Investment Group, LLC | 2,361,085 | $72,390,000 | 1.76% |
| VALLEY NATIONAL ADVISERS INC | 92,792 | $2,845,000 | 0.97% |
| Rehmann Capital Advisory Group | 118,606 | $3,636,000 | 0.66% |
| Hefty Wealth Partners | 30,995 | $950,000 | 0.63% |