WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 136 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,328,669 | -8.9% | 85,923 | -5.5% | 0.45% | -0.7% |
| Q2 2023 | $3,652,325 | -5.1% | 90,921 | -6.9% | 0.45% | -17.6% |
| Q1 2023 | $3,848,445 | +1.1% | 97,627 | -8.6% | 0.55% | -9.1% |
| Q4 2022 | $3,807,411 | -10.1% | 106,860 | -9.4% | 0.61% | -21.2% |
| Q3 2022 | $4,233,000 | -7.3% | 117,953 | -3.4% | 0.77% | +1.3% |
| Q2 2022 | $4,567,000 | -11.6% | 122,060 | +1.4% | 0.76% | +1.5% |
| Q1 2022 | $5,166,000 | -2.1% | 120,328 | +4.3% | 0.75% | -1.1% |
| Q4 2021 | $5,276,000 | +7.7% | 115,335 | +1.7% | 0.76% | +6.0% |
| Q3 2021 | $4,897,000 | +12.3% | 113,455 | +14.8% | 0.71% | -1.2% |
| Q2 2021 | $4,360,000 | +47.9% | 98,835 | +38.4% | 0.72% | +34.0% |
| Q1 2021 | $2,947,000 | +44.4% | 71,390 | +37.5% | 0.54% | +24.8% |
| Q4 2020 | $2,041,000 | +174.0% | 51,923 | +154.7% | 0.43% | +126.2% |
| Q3 2020 | $745,000 | +169.9% | 20,382 | +158.9% | 0.19% | +96.9% |
| Q2 2020 | $276,000 | – | 7,874 | – | 0.10% | – |
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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% |