WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 139 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $210,000 | -10.6% | 4,895 | -4.8% | 0.08% | -8.3% |
| Q4 2021 | $235,000 | -8.6% | 5,142 | -13.5% | 0.08% | -13.4% |
| Q3 2021 | $257,000 | -49.7% | 5,942 | -48.7% | 0.10% | -49.2% |
| Q2 2021 | $511,000 | +3.9% | 11,586 | -2.7% | 0.19% | -1.0% |
| Q1 2021 | $492,000 | -53.8% | 11,908 | -56.0% | 0.19% | -55.4% |
| Q4 2020 | $1,064,000 | -81.0% | 27,049 | -81.9% | 0.43% | -84.6% |
| Q3 2020 | $5,605,000 | +3.7% | 149,835 | -2.8% | 2.80% | -6.4% |
| Q2 2020 | $5,406,000 | +12.5% | 154,106 | -2.9% | 3.00% | -4.0% |
| Q1 2020 | $4,805,000 | +29.2% | 158,706 | +55.1% | 3.12% | +33.6% |
| Q4 2019 | $3,718,000 | – | 102,344 | – | 2.34% | – |
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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% |