WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 178 filers reported holding WISDOMTREE TR in Q2 2023. 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 ↓ |
|---|---|---|---|
| Summit Asset Management, LLC | 320,910 | $10,298,000 | 4.77% |
| WESCAP Management Group, Inc. | 159,201 | $5,108,000 | 2.59% |
| Ifrah Financial Services, Inc. | 191,047 | $6,131,000 | 2.17% |
| Price Wealth, LLC | 146,720 | $4,708,000 | 1.75% |
| Colorado Capital Management, Inc. | 41,369 | $1,327,000 | 0.96% |
| SYM FINANCIAL Corp | 49,608 | $1,592,000 | 0.89% |
| VALLEY NATIONAL ADVISERS INC | 74,639 | $2,395,000 | 0.83% |
| CX Institutional | 71,472 | $2,294,000 | 0.76% |
| RiverFront Investment Group, LLC | 846,329 | $27,158,000 | 0.64% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 29,415 | $944,000 | 0.45% |