WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 139 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $82,191 | -22.0% | 2,085 | -29.5% | 0.03% | -35.7% |
| Q4 2022 | $105,322 | -15.1% | 2,956 | -14.3% | 0.04% | -25.0% |
| Q3 2022 | $124,000 | -3.9% | 3,448 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $129,000 | -12.8% | 3,448 | +0.2% | 0.06% | -9.7% |
| Q1 2022 | $148,000 | -24.5% | 3,441 | -19.5% | 0.06% | -22.5% |
| Q4 2021 | $196,000 | +0.5% | 4,275 | -5.2% | 0.08% | -12.1% |
| Q3 2021 | $195,000 | -3.5% | 4,508 | -1.6% | 0.09% | +97.8% |
| Q2 2021 | $202,000 | +5.8% | 4,582 | -1.1% | 0.05% | -2.1% |
| Q1 2021 | $191,000 | -26.0% | 4,632 | -29.4% | 0.05% | -34.7% |
| Q4 2020 | $258,000 | -4.4% | 6,557 | -11.1% | 0.07% | -20.9% |
| Q3 2020 | $270,000 | – | 7,378 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 324,033 | $11,545,304 | 8.66% |
| Trinity Wealth Management, LLC | 203,539 | $7,252,106 | 5.16% |
| WESCAP Management Group, Inc. | 408,673 | $14,561,015 | 5.12% |
| WEALTH MANAGEMENT RESOURCES, INC. | 202,987 | $7,232,429 | 4.69% |
| Melone Private Wealth, LLC | 147,530 | $5,256,491 | 4.45% |
| Sculati Wealth Management, LLC | 221,034 | $7,875 | 4.42% |
| Aspire Wealth Management Corp | 142,532 | $5,078,399 | 4.42% |
| Castleview Partners, LLC | 115,715 | $4,122,916 | 4.02% |
| Summit Asset Management, LLC | 367,972 | $13,110,827 | 3.79% |
| Cardinal Point Capital Management ULC | 286,732 | $10,216,266 | 3.53% |