WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 110 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,000 | -75.0% | 28 | -65.9% | 0.00% | – |
| Q2 2021 | $4,000 | +33.3% | 82 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 82 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | -25.0% | 82 | -16.3% | 0.00% | – |
| Q3 2020 | $4,000 | -55.6% | 98 | -62.2% | 0.00% | -100.0% |
| Q2 2020 | $9,000 | -99.7% | 259 | -99.7% | 0.00% | -99.8% |
| Q1 2020 | $2,702,000 | -12.1% | 89,261 | +5.5% | 0.44% | -17.7% |
| Q4 2019 | $3,073,000 | +5.4% | 84,588 | -2.5% | 0.54% | +13.8% |
| Q3 2019 | $2,915,000 | -28.6% | 86,718 | -30.5% | 0.47% | -27.3% |
| Q2 2019 | $4,081,000 | +8.0% | 124,716 | +6.2% | 0.65% | -2.8% |
| Q1 2019 | $3,780,000 | +23.7% | 117,391 | +6.9% | 0.67% | +3.4% |
| Q4 2018 | $3,055,000 | +33.2% | 109,826 | +53.7% | 0.64% | -14.9% |
| Q3 2018 | $2,294,000 | -30.8% | 71,472 | -32.2% | 0.76% | -2.6% |
| Q2 2018 | $3,314,000 | – | 105,395 | – | 0.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 629,378 | $27,768,000 | 12.95% |
| Choice Wealth Advisors, LLC | 242,140 | $10,683,000 | 7.68% |
| WESCAP Management Group, Inc. | 498,833 | $22,008,000 | 6.39% |
| Summit Asset Management, LLC | 352,773 | $15,564,000 | 4.89% |
| Trinity Wealth Management, LLC | 140,204 | $6,186,000 | 4.84% |
| Cardinal Point Wealth Management LLC | 232,380 | $10,253,000 | 4.63% |
| Sculati Wealth Management, LLC | 170,673 | $7,530,000 | 3.99% |
| SPC Financial, Inc. | 665,452 | $29,360,000 | 3.56% |
| Castleview Partners, LLC | 128,709 | $5,679,000 | 2.49% |
| Corbenic Partners LLC | 127,621 | $5,631,000 | 1.48% |