WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 197 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $717,938 | -1.2% | 18,532 | +2.5% | 0.04% | -2.6% |
| Q2 2023 | $726,361 | +16.4% | 18,082 | +14.2% | 0.04% | 0.0% |
| Q1 2023 | $624,019 | +27.5% | 15,830 | +15.3% | 0.04% | +26.7% |
| Q4 2022 | $489,271 | +107.3% | 13,732 | +108.7% | 0.03% | +87.5% |
| Q3 2022 | $236,000 | -7.5% | 6,581 | -3.7% | 0.02% | +23.1% |
| Q2 2022 | $255,000 | -16.4% | 6,831 | -3.9% | 0.01% | 0.0% |
| Q1 2022 | $305,000 | -6.4% | 7,109 | -0.5% | 0.01% | +8.3% |
| Q4 2021 | $326,000 | +5.8% | 7,145 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $308,000 | -51.8% | 7,145 | -50.5% | 0.01% | -52.0% |
| Q2 2021 | $639,000 | +25.3% | 14,430 | +20.2% | 0.02% | +78.6% |
| Q1 2021 | $510,000 | +9.7% | 12,002 | +6.4% | 0.01% | -26.3% |
| Q4 2020 | $465,000 | +67.9% | 11,277 | +48.6% | 0.02% | +35.7% |
| Q3 2020 | $277,000 | +24.2% | 7,587 | +19.0% | 0.01% | +16.7% |
| Q2 2020 | $223,000 | +18.0% | 6,373 | -0.5% | 0.01% | -7.7% |
| Q1 2020 | $189,000 | +89.0% | 6,404 | +132.8% | 0.01% | +160.0% |
| Q4 2019 | $100,000 | +9.9% | 2,751 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $91,000 | +1.1% | 2,751 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $90,000 | +2.3% | 2,751 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $88,000 | +15.8% | 2,751 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $76,000 | -13.6% | 2,751 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $88,000 | +1.1% | 2,751 | 0.0% | 0.01% | -14.3% |
| Q2 2018 | $87,000 | +3.6% | 2,751 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $84,000 | -3.4% | 2,751 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $87,000 | +3.6% | 2,751 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $84,000 | +18.3% | 2,751 | +13.9% | 0.01% | +14.3% |
| Q2 2017 | $71,000 | +4.4% | 2,415 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $68,000 | +7.9% | 2,415 | 0.0% | 0.01% | -12.5% |
| Q4 2016 | $63,000 | 0.0% | 2,415 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $63,000 | +10.5% | 2,415 | +7.1% | 0.01% | 0.0% |
| Q2 2016 | $57,000 | +54.1% | 2,255 | +51.3% | 0.01% | +33.3% |
| Q1 2016 | $37,000 | – | 1,490 | – | 0.01% | – |
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% |