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 | $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 ↓ |
|---|---|---|---|
| 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% |