WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 127 filers reported holding WISDOMTREE TR in Q3 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% | – |
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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% |