WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 641,627 | $27,699,000 | 12.76% |
| Choice Wealth Advisors, LLC | 245,788 | $10,611,000 | 8.60% |
| WESCAP Management Group, Inc. | 510,858 | $22,054,000 | 6.41% |
| Summit Asset Management, LLC | 360,491 | $15,562,000 | 4.88% |
| Cardinal Point Wealth Management LLC | 237,089 | $10,235,000 | 4.81% |
| Trinity Wealth Management, LLC | 145,094 | $6,264,000 | 4.74% |
| Sculati Wealth Management, LLC | 172,527 | $7,448,000 | 3.95% |
| SPC Financial, Inc. | 695,870 | $30,041,000 | 3.72% |
| DHJJ Financial Advisors, Ltd. | 62,147 | $2,689,000 | 1.39% |
| Corbenic Partners LLC | 129,645 | $5,597,000 | 1.36% |