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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,060,755 | +80.6% | 130,634 | +87.3% | 4.68% | +85.2% |
| Q2 2023 | $2,802,410 | -38.9% | 69,764 | -40.1% | 2.52% | -37.9% |
| Q1 2023 | $4,590,291 | +11.3% | 116,445 | +0.6% | 4.07% | +1.3% |
| Q4 2022 | $4,122,916 | -1.5% | 115,715 | -0.7% | 4.02% | +0.5% |
| Q3 2022 | $4,184,000 | -99.6% | 116,574 | +490.7% | 4.00% | +405.9% |
| Q2 2022 | $993,215,000 | +17919.1% | 19,734 | -84.6% | 0.79% | -77.0% |
| Q1 2022 | $5,512,000 | -95.5% | 128,387 | -97.7% | 3.43% | +249.5% |
| Q4 2021 | $122,772,000 | +2061.9% | 5,616,853 | +4264.0% | 0.98% | -60.6% |
| Q2 2021 | $5,679,000 | – | 128,709 | – | 2.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 325,335 | $13,068,699 | 8.89% |
| Melone Private Wealth, LLC | 220,607 | $8,861,782 | 6.25% |
| WESCAP Management Group, Inc. | 401,769 | $16,139,065 | 5.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 250,928 | $10,079,778 | 5.49% |
| Trinity Wealth Management, LLC | 222,264 | $8,928,358 | 5.46% |
| WEALTH MANAGEMENT RESOURCES, INC. | 218,758 | $8,787,509 | 5.11% |
| Sculati Wealth Management, LLC | 232,604 | $9,343,703 | 4.70% |
| Aspire Wealth Management Corp | 133,510 | $5,363,086 | 4.06% |
| Laurel Wealth Planning LLC | 140,214 | $5,632 | 4.02% |
| Summit Asset Management, LLC | 369,118 | $14,827,453 | 3.91% |