WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 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% |