WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 225 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $35,339,180 | +19.3% | 775,152 | +20.2% | 0.20% | -1.0% |
| Q1 2024 | $29,629,707 | +65.2% | 644,965 | +51.0% | 0.20% | +37.2% |
| Q4 2023 | $17,940,806 | +7.1% | 427,264 | -1.2% | 0.14% | -12.1% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delphi Private Advisors LLC | 72,977 | $2,237,000 | 6.53% |
| Summit Asset Management, LLC | 295,589 | $9,063,000 | 4.54% |
| Jacobus Wealth Management, Inc. | 478,918 | $14,684,000 | 3.84% |
| BFSG, LLC | 237,089 | $7,269,000 | 3.28% |
| WESCAP Management Group, Inc. | 168,306 | $5,160,000 | 2.32% |
| Colorado Capital Management, Inc. | 84,790 | $2,599,000 | 1.94% |
| RiverFront Investment Group, LLC | 2,361,085 | $72,390,000 | 1.76% |
| VALLEY NATIONAL ADVISERS INC | 92,792 | $2,845,000 | 0.97% |
| Rehmann Capital Advisory Group | 118,606 | $3,636,000 | 0.66% |
| Hefty Wealth Partners | 30,995 | $950,000 | 0.63% |