WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 641,627 | $27,699,000 | 12.76% |
| Choice Wealth Advisors, LLC | 245,788 | $10,611,000 | 8.60% |
| WESCAP Management Group, Inc. | 510,858 | $22,054,000 | 6.41% |
| Summit Asset Management, LLC | 360,491 | $15,562,000 | 4.88% |
| Cardinal Point Wealth Management LLC | 237,089 | $10,235,000 | 4.81% |
| Trinity Wealth Management, LLC | 145,094 | $6,264,000 | 4.74% |
| Sculati Wealth Management, LLC | 172,527 | $7,448,000 | 3.95% |
| SPC Financial, Inc. | 695,870 | $30,041,000 | 3.72% |
| DHJJ Financial Advisors, Ltd. | 62,147 | $2,689,000 | 1.39% |
| Corbenic Partners LLC | 129,645 | $5,597,000 | 1.36% |