WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,483 | -3.6% | 1,871 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $75,158 | +1.9% | 1,871 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $73,755 | -2.4% | 1,871 | -11.8% | 0.02% | -9.1% |
| Q4 2022 | $75,571 | -0.6% | 2,121 | 0.0% | 0.02% | -12.0% |
| Q3 2022 | $76,000 | +8.6% | 2,121 | +13.4% | 0.02% | +8.7% |
| Q2 2022 | $70,000 | -12.5% | 1,871 | 0.0% | 0.02% | -8.0% |
| Q1 2022 | $80,000 | -7.0% | 1,871 | 0.0% | 0.02% | -10.7% |
| Q4 2021 | $86,000 | +6.2% | 1,871 | 0.0% | 0.03% | -3.4% |
| Q3 2021 | $81,000 | -2.4% | 1,871 | 0.0% | 0.03% | -3.3% |
| Q2 2021 | $83,000 | +6.4% | 1,871 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $78,000 | +5.4% | 1,871 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $74,000 | +7.2% | 1,871 | 0.0% | 0.03% | -6.2% |
| Q3 2020 | $69,000 | +4.5% | 1,871 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $66,000 | – | 1,871 | – | 0.03% | – |
Download | ||||||
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% |