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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Americana Partners, LLC | 275,271 | $10,000,000 | 5.60% |
| Summit Asset Management, LLC | 356,736 | $12,960,000 | 5.53% |
| Trinity Wealth Management, LLC | 101,307 | $3,680,000 | 3.70% |
| FIFTH THIRD SECURITIES, INC. | 104,004 | $3,778,438,000 | 3.08% |
| Ameritas Investment Company, LLC | 368,267 | $13,379,000 | 2.81% |
| WESCAP Management Group, Inc. | 192,289 | $6,985,000 | 2.72% |
| CLIENT 1ST ADVISORY GROUP, LLC | 74,143 | $2,694,000 | 2.66% |
| Stewardship Advisors, LLC | 102,344 | $3,718,000 | 2.34% |
| VIVID FINANCIAL MANAGEMENT, INC. | 58,306 | $2,164,000 | 2.31% |
| Financial Enhancement Group LLC | 162,253 | $5,895,000 | 1.48% |