WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 117 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 ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 325,335 | $13,068,699 | 8.89% |
| Melone Private Wealth, LLC | 220,607 | $8,861,782 | 6.25% |
| WESCAP Management Group, Inc. | 401,769 | $16,139,065 | 5.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 250,928 | $10,079,778 | 5.49% |
| Trinity Wealth Management, LLC | 222,264 | $8,928,358 | 5.46% |
| WEALTH MANAGEMENT RESOURCES, INC. | 218,758 | $8,787,509 | 5.11% |
| Sculati Wealth Management, LLC | 232,604 | $9,343,703 | 4.70% |
| Aspire Wealth Management Corp | 133,510 | $5,363,086 | 4.06% |
| Laurel Wealth Planning LLC | 140,214 | $5,632 | 4.02% |
| Summit Asset Management, LLC | 369,118 | $14,827,453 | 3.91% |