WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 127 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 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% |