WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 153 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,748,309 | -8.3% | 432,326 | -4.9% | 0.16% | -9.8% |
| Q2 2023 | $18,262,849 | -5.7% | 454,639 | -7.4% | 0.18% | -12.9% |
| Q1 2023 | $19,363,818 | +32.3% | 491,218 | +19.6% | 0.21% | +61.5% |
| Q4 2022 | $14,636,661 | -99.8% | 410,796 | -12.5% | 0.13% | +44.4% |
| Q3 2022 | $8,429,421,000 | +62768.6% | 469,292 | +31.0% | 0.09% | -34.8% |
| Q2 2022 | $13,408,000 | -2.2% | 358,321 | +12.2% | 0.14% | -3.5% |
| Q1 2022 | $13,712,000 | -4.3% | 319,335 | +1.9% | 0.14% | -1.4% |
| Q4 2021 | $14,333,000 | +7.1% | 313,287 | +1.1% | 0.14% | +8.2% |
| Q3 2021 | $13,380,000 | +2.8% | 309,929 | +5.1% | 0.13% | -9.5% |
| Q2 2021 | $13,011,000 | +12.0% | 294,889 | +4.8% | 0.15% | 0.0% |
| Q1 2021 | $11,621,000 | +10.6% | 281,428 | +5.7% | 0.15% | +21.3% |
| Q4 2020 | $10,509,000 | -99.9% | 266,198 | -9.4% | 0.12% | -39.3% |
| Q3 2020 | $10,787,000,000 | – | 293,963 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 323,323 | $12,525,544 | 8.85% |
| Prism Advisors, Inc. | 487,318 | $18,878,699 | 6.61% |
| Melone Private Wealth, LLC | 235,465 | $9,121,927 | 6.52% |
| WESCAP Management Group, Inc. | 404,207 | $15,658,977 | 5.58% |
| Trinity Wealth Management, LLC | 226,736 | $8,783,766 | 5.45% |
| CAPITAL WEALTH MANAGEMENT, LLC | 254,360 | $9,853,906 | 5.40% |
| Laurel Wealth Planning LLC | 167,463 | $6,488 | 5.05% |
| Sculati Wealth Management, LLC | 236,524 | $9,162,940 | 4.68% |
| Castleview Partners, LLC | 130,634 | $5,060,755 | 4.68% |
| WEALTH MANAGEMENT RESOURCES, INC. | 231,668 | $8,974,850 | 4.34% |