WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 110 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,162,940 | -1.9% | 236,524 | +1.7% | 4.68% | -0.4% |
| Q2 2023 | $9,343,703 | +5.1% | 232,604 | +3.1% | 4.70% | -0.4% |
| Q1 2023 | $8,891,260 | +112804.9% | 225,552 | +2.0% | 4.72% | +6.7% |
| Q4 2022 | $7,875 | -99.9% | 221,034 | +13.5% | 4.42% | +7.2% |
| Q3 2022 | $6,989,000 | -2.9% | 194,739 | +1.2% | 4.13% | +0.4% |
| Q2 2022 | $7,200,000 | -9.3% | 192,410 | +4.1% | 4.11% | +5.9% |
| Q1 2022 | $7,939,000 | -2.0% | 184,895 | +4.4% | 3.88% | -0.9% |
| Q4 2021 | $8,101,000 | +8.8% | 177,068 | +2.6% | 3.92% | -0.8% |
| Q3 2021 | $7,448,000 | -1.1% | 172,527 | +1.1% | 3.95% | -1.1% |
| Q2 2021 | $7,530,000 | +8.8% | 170,673 | +1.8% | 3.99% | +0.1% |
| Q1 2021 | $6,920,000 | +22.1% | 167,595 | +16.3% | 3.99% | +7.1% |
| Q4 2020 | $5,667,000 | +16.5% | 144,121 | +8.3% | 3.72% | +2.2% |
| Q3 2020 | $4,866,000 | +26.4% | 133,061 | +21.2% | 3.64% | +12.2% |
| Q2 2020 | $3,851,000 | – | 109,777 | – | 3.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 629,378 | $27,768,000 | 12.95% |
| Choice Wealth Advisors, LLC | 242,140 | $10,683,000 | 7.68% |
| WESCAP Management Group, Inc. | 498,833 | $22,008,000 | 6.39% |
| Summit Asset Management, LLC | 352,773 | $15,564,000 | 4.89% |
| Trinity Wealth Management, LLC | 140,204 | $6,186,000 | 4.84% |
| Cardinal Point Wealth Management LLC | 232,380 | $10,253,000 | 4.63% |
| Sculati Wealth Management, LLC | 170,673 | $7,530,000 | 3.99% |
| SPC Financial, Inc. | 665,452 | $29,360,000 | 3.56% |
| Castleview Partners, LLC | 128,709 | $5,679,000 | 2.49% |
| Corbenic Partners LLC | 127,621 | $5,631,000 | 1.48% |