WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 139 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 325,335 | $13,068,699 | 8.89% |
| Melone Private Wealth, LLC | 220,607 | $8,861,782 | 6.25% |
| WESCAP Management Group, Inc. | 401,769 | $16,139,065 | 5.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 250,928 | $10,079,778 | 5.49% |
| Trinity Wealth Management, LLC | 222,264 | $8,928,358 | 5.46% |
| WEALTH MANAGEMENT RESOURCES, INC. | 218,758 | $8,787,509 | 5.11% |
| Sculati Wealth Management, LLC | 232,604 | $9,343,703 | 4.70% |
| Aspire Wealth Management Corp | 133,510 | $5,363,086 | 4.06% |
| Laurel Wealth Planning LLC | 140,214 | $5,632 | 4.02% |
| Summit Asset Management, LLC | 369,118 | $14,827,453 | 3.91% |