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 | $762,385 | -3.4% | 19,680 | +0.2% | 0.10% | -1.0% |
| Q2 2023 | $789,148 | +7.0% | 19,645 | +5.0% | 0.10% | -3.8% |
| Q1 2023 | $737,806 | +11.1% | 18,717 | +0.4% | 0.11% | -2.8% |
| Q4 2022 | $664,302 | +7.8% | 18,644 | +8.7% | 0.11% | -8.4% |
| Q3 2022 | $616,000 | -3.3% | 17,157 | +0.8% | 0.12% | 0.0% |
| Q2 2022 | $637,000 | -11.5% | 17,023 | +1.6% | 0.12% | +3.5% |
| Q1 2022 | $720,000 | -4.8% | 16,757 | +1.4% | 0.12% | -1.7% |
| Q4 2021 | $756,000 | +7.2% | 16,530 | +1.2% | 0.12% | -2.5% |
| Q3 2021 | $705,000 | +0.6% | 16,336 | +2.8% | 0.12% | -3.2% |
| Q2 2021 | $701,000 | +8.7% | 15,896 | +1.7% | 0.12% | -1.6% |
| Q1 2021 | $645,000 | +4.0% | 15,624 | +0.5% | 0.13% | -3.8% |
| Q4 2020 | $620,000 | +9.9% | 15,553 | +0.8% | 0.13% | -6.4% |
| Q3 2020 | $564,000 | +4.6% | 15,432 | +0.4% | 0.14% | -6.7% |
| Q2 2020 | $539,000 | +16.4% | 15,377 | +0.5% | 0.15% | 0.0% |
| Q1 2020 | $463,000 | – | 15,296 | – | 0.15% | – |
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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% |