WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 227 filers reported holding WISDOMTREE TR in Q2 2024. 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 ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 660,701 | $30,227,000 | 13.20% |
| Choice Wealth Advisors, LLC | 281,500 | $12,879,000 | 9.47% |
| WESCAP Management Group, Inc. | 510,739 | $23,366,000 | 6.45% |
| WEALTH MANAGEMENT RESOURCES, INC. | 206,741 | $9,459,000 | 6.09% |
| Aspire Wealth Management Corp | 131,653 | $6,023,000 | 4.88% |
| Trinity Wealth Management, LLC | 154,644 | $7,075,000 | 4.87% |
| Cardinal Point Wealth Management Partners, LLC | 244,124 | $11,169,000 | 4.84% |
| Summit Asset Management, LLC | 366,000 | $16,744,000 | 4.75% |
| Melone Private Wealth, LLC | 118,229 | $5,409,000 | 4.07% |
| Sculati Wealth Management, LLC | 177,068 | $8,101,000 | 3.92% |