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 | $266,883 | -2.7% | 6,889 | +0.9% | 0.00% | 0.0% |
| Q2 2023 | $274,215 | +1.9% | 6,826 | +0.0% | 0.00% | 0.0% |
| Q1 2023 | $268,977 | +0.4% | 6,823 | -8.4% | 0.00% | 0.0% |
| Q3 2022 | $268,000 | -3.6% | 7,447 | +0.0% | 0.00% | 0.0% |
| Q2 2022 | $278,000 | -27.6% | 7,444 | -16.9% | 0.00% | -25.0% |
| Q1 2022 | $384,000 | -6.3% | 8,954 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $410,000 | +31.8% | 8,952 | +24.2% | 0.00% | +33.3% |
| Q3 2021 | $311,000 | +11.5% | 7,206 | +13.6% | 0.00% | 0.0% |
| Q2 2021 | $279,000 | +2046.2% | 6,341 | +1573.1% | 0.00% | – |
| Q2 2020 | $13,000 | +18.2% | 379 | 0.0% | 0.00% | – |
| Q1 2020 | $11,000 | – | 379 | – | 0.00% | – |
Download | ||||||
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% |