WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 99 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $826,000 | -1.2% | 19,143 | +1.0% | 0.71% | -1.7% |
| Q2 2021 | $836,000 | +21.2% | 18,949 | +13.5% | 0.72% | +17.2% |
| Q1 2021 | $690,000 | +5.0% | 16,702 | 0.0% | 0.62% | -0.8% |
| Q4 2020 | $657,000 | +3.3% | 16,702 | -3.9% | 0.62% | +4.2% |
| Q3 2020 | $636,000 | -22.5% | 17,378 | -24.1% | 0.60% | -28.0% |
| Q2 2020 | $821,000 | +37.8% | 22,881 | +16.3% | 0.83% | +40.0% |
| Q1 2020 | $596,000 | +4.2% | 19,679 | +25.1% | 0.59% | +10.7% |
| Q4 2019 | $572,000 | – | 15,733 | – | 0.53% | – |
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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% |