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 2023 | $569,368 | +8.3% | 14,697 | +12.3% | 0.00% | 0.0% |
| Q2 2023 | $525,929 | +102821.5% | 13,092 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $511 | +1.2% | 12,980 | -8.4% | 0.00% | -33.3% |
| Q4 2022 | $505 | -99.9% | 14,176 | +24.7% | 0.00% | +50.0% |
| Q3 2022 | $407,000 | -7.1% | 11,364 | -3.0% | 0.00% | 0.0% |
| Q2 2022 | $438,000 | +508.3% | 11,716 | +591.6% | 0.00% | – |
| Q1 2022 | $72,000 | +213.0% | 1,694 | +223.9% | 0.00% | – |
| Q4 2021 | $23,000 | +155.6% | 523 | +143.3% | 0.00% | – |
| Q3 2021 | $9,000 | 0.0% | 215 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | +12.5% | 215 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | -94.4% | 215 | -94.2% | 0.00% | -100.0% |
| Q4 2020 | $144,000 | +1957.1% | 3,686 | +1614.4% | 0.00% | – |
| Q3 2020 | $7,000 | -12.5% | 215 | 0.0% | 0.00% | – |
| Q2 2020 | $8,000 | +14.3% | 215 | 0.0% | 0.00% | – |
| Q1 2020 | $7,000 | -12.5% | 215 | 0.0% | 0.00% | – |
| Q4 2019 | $8,000 | – | 215 | – | 0.00% | – |
Download | ||||||
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% |