WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 123 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,482,000 | -4.6% | 41,281 | -0.6% | 0.93% | +15.2% |
| Q2 2022 | $1,554,000 | -11.0% | 41,522 | +2.1% | 0.80% | -16.1% |
| Q1 2022 | $1,747,000 | -32.7% | 40,677 | -28.3% | 0.96% | -18.7% |
| Q4 2021 | $2,596,000 | +609.3% | 56,746 | +569.7% | 1.18% | +577.6% |
| Q3 2021 | $366,000 | -2.1% | 8,473 | +0.0% | 0.17% | -16.7% |
| Q2 2021 | $374,000 | -58.3% | 8,470 | -61.0% | 0.21% | -59.4% |
| Q1 2021 | $897,000 | -10.3% | 21,734 | -14.6% | 0.52% | -25.9% |
| Q4 2020 | $1,000,000 | -29.1% | 25,436 | -34.1% | 0.70% | -43.5% |
| Q3 2020 | $1,411,000 | +21.0% | 38,588 | +16.1% | 1.23% | +15.0% |
| Q2 2020 | $1,166,000 | -12.1% | 33,250 | -8.9% | 1.07% | +7.5% |
| Q4 2019 | $1,326,000 | – | 36,503 | – | 1.00% | – |
Download | ||||||
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% |