WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 127 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,747,495 | +57.5% | 168,091 | +57.6% | 0.73% | +32.3% |
| Q2 2023 | $4,285,297 | +25.9% | 106,679 | +23.5% | 0.55% | +2.6% |
| Q1 2023 | $3,404,451 | +27.0% | 86,364 | +14.8% | 0.54% | +15.7% |
| Q4 2022 | $2,680,296 | -7.4% | 75,226 | -6.8% | 0.46% | -10.4% |
| Q3 2022 | $2,895,000 | +2.2% | 80,682 | +4.1% | 0.52% | +2.2% |
| Q2 2022 | $2,833,000 | +0.5% | 77,537 | +15.2% | 0.51% | -41.5% |
| Q1 2022 | $2,820,000 | -2.7% | 67,319 | +6.3% | 0.87% | +64.5% |
| Q4 2021 | $2,898,000 | +11.8% | 63,350 | +5.5% | 0.53% | -15.8% |
| Q3 2021 | $2,593,000 | +84.2% | 60,073 | +87.6% | 0.63% | -12.4% |
| Q2 2021 | $1,408,000 | +9.4% | 32,029 | +2.3% | 0.72% | -10.1% |
| Q1 2021 | $1,287,000 | +23.8% | 31,302 | +18.3% | 0.80% | -0.5% |
| Q4 2020 | $1,040,000 | -33.8% | 26,469 | -38.4% | 0.80% | -44.2% |
| Q3 2020 | $1,572,000 | -0.3% | 42,998 | -4.3% | 1.43% | +21.1% |
| Q2 2020 | $1,576,000 | +21.5% | 44,928 | +4.8% | 1.18% | -10.9% |
| Q1 2020 | $1,297,000 | -87.0% | 42,862 | -84.4% | 1.33% | -76.3% |
| Q4 2019 | $10,000,000 | – | 275,271 | – | 5.60% | – |
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% |