WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 153 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Summit Asset Management, LLC | 320,910 | $10,298,000 | 4.77% |
WESCAP Management Group, Inc. | 159,201 | $5,108,000 | 2.59% |
Ifrah Financial Services, Inc. | 191,047 | $6,131,000 | 2.17% |
Price Wealth, LLC | 146,720 | $4,708,000 | 1.75% |
Colorado Capital Management, Inc. | 41,369 | $1,327,000 | 0.96% |
SYM FINANCIAL Corp | 49,608 | $1,592,000 | 0.89% |
VALLEY NATIONAL ADVISERS INC | 74,639 | $2,395,000 | 0.83% |
CX Institutional | 71,472 | $2,294,000 | 0.76% |
RiverFront Investment Group, LLC | 846,329 | $27,158,000 | 0.64% |
Vestpro Financial Partners, Inc. dba CPF Texas | 29,415 | $944,000 | 0.45% |