WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 116 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 641,627 | $27,699,000 | 12.76% |
| Choice Wealth Advisors, LLC | 245,788 | $10,611,000 | 8.60% |
| WESCAP Management Group, Inc. | 510,858 | $22,054,000 | 6.41% |
| Summit Asset Management, LLC | 360,491 | $15,562,000 | 4.88% |
| Cardinal Point Wealth Management LLC | 237,089 | $10,235,000 | 4.81% |
| Trinity Wealth Management, LLC | 145,094 | $6,264,000 | 4.74% |
| Sculati Wealth Management, LLC | 172,527 | $7,448,000 | 3.95% |
| SPC Financial, Inc. | 695,870 | $30,041,000 | 3.72% |
| DHJJ Financial Advisors, Ltd. | 62,147 | $2,689,000 | 1.39% |
| Corbenic Partners LLC | 129,645 | $5,597,000 | 1.36% |