WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 197 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $341,881 | -3.6% | 8,825 | 0.0% | 0.02% | -11.8% |
| Q2 2023 | $354,500 | +17.9% | 8,825 | +15.7% | 0.02% | +21.4% |
| Q1 2023 | $300,578 | +10.6% | 7,625 | 0.0% | 0.01% | +7.7% |
| Q4 2022 | $271,679 | -7.0% | 7,625 | -6.2% | 0.01% | -13.3% |
| Q3 2022 | $292,000 | -3.9% | 8,125 | 0.0% | 0.02% | +15.4% |
| Q2 2022 | $304,000 | -12.9% | 8,125 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $349,000 | -6.2% | 8,125 | 0.0% | 0.01% | -13.3% |
| Q4 2021 | $372,000 | +6.0% | 8,125 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $351,000 | – | 8,125 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Americana Partners, LLC | 275,271 | $10,000,000 | 5.60% |
| Summit Asset Management, LLC | 356,736 | $12,960,000 | 5.53% |
| Trinity Wealth Management, LLC | 101,307 | $3,680,000 | 3.70% |
| FIFTH THIRD SECURITIES, INC. | 104,004 | $3,778,438,000 | 3.08% |
| Ameritas Investment Company, LLC | 368,267 | $13,379,000 | 2.81% |
| WESCAP Management Group, Inc. | 192,289 | $6,985,000 | 2.72% |
| CLIENT 1ST ADVISORY GROUP, LLC | 74,143 | $2,694,000 | 2.66% |
| Stewardship Advisors, LLC | 102,344 | $3,718,000 | 2.34% |
| VIVID FINANCIAL MANAGEMENT, INC. | 58,306 | $2,164,000 | 2.31% |
| Financial Enhancement Group LLC | 162,253 | $5,895,000 | 1.48% |