WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 123 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $63,534 | -3.6% | 1,640 | 0.0% | 0.02% | -5.3% |
Q2 2023 | $65,879 | +1.9% | 1,640 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $64,649 | +111363.8% | 1,640 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $58 | -99.9% | 1,640 | 0.0% | 0.02% | -9.5% |
Q3 2022 | $59,000 | -3.3% | 1,640 | 0.0% | 0.02% | +5.0% |
Q2 2022 | $61,000 | -12.9% | 1,640 | 0.0% | 0.02% | +5.3% |
Q1 2022 | $70,000 | -6.7% | 1,640 | 0.0% | 0.02% | -9.5% |
Q4 2021 | $75,000 | +5.6% | 1,640 | 0.0% | 0.02% | -4.5% |
Q3 2021 | $71,000 | -1.4% | 1,640 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $72,000 | +5.9% | 1,640 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $68,000 | +6.2% | 1,640 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $64,000 | +106.5% | 1,640 | +90.7% | 0.02% | +69.2% |
Q3 2020 | $31,000 | – | 860 | – | 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% |