WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
---|---|---|---|
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% |