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 | $1,304,492 | +310.2% | 33,673 | +385.2% | 0.05% | +261.5% |
| Q4 2021 | $318,000 | -1.9% | 6,940 | -7.6% | 0.01% | -13.3% |
| Q3 2021 | $324,000 | -2.4% | 7,507 | 0.0% | 0.02% | -6.2% |
| Q2 2021 | $332,000 | +6.1% | 7,507 | 0.0% | 0.02% | -11.1% |
| Q1 2021 | $313,000 | +6.1% | 7,507 | 0.0% | 0.02% | -14.3% |
| Q4 2020 | $295,000 | +13.5% | 7,507 | +5.6% | 0.02% | -8.7% |
| Q3 2020 | $260,000 | +13.0% | 7,107 | +8.6% | 0.02% | 0.0% |
| Q2 2020 | $230,000 | – | 6,547 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 324,033 | $11,545,304 | 8.66% |
| Trinity Wealth Management, LLC | 203,539 | $7,252,106 | 5.16% |
| WESCAP Management Group, Inc. | 408,673 | $14,561,015 | 5.12% |
| WEALTH MANAGEMENT RESOURCES, INC. | 202,987 | $7,232,429 | 4.69% |
| Melone Private Wealth, LLC | 147,530 | $5,256,491 | 4.45% |
| Sculati Wealth Management, LLC | 221,034 | $7,875 | 4.42% |
| Aspire Wealth Management Corp | 142,532 | $5,078,399 | 4.42% |
| Castleview Partners, LLC | 115,715 | $4,122,916 | 4.02% |
| Summit Asset Management, LLC | 367,972 | $13,110,827 | 3.79% |
| Cardinal Point Capital Management ULC | 286,732 | $10,216,266 | 3.53% |