WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 127 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235,655 | -1.9% | 6,083 | +1.7% | 0.13% | +1.6% |
| Q2 2023 | $240,257 | +4.7% | 5,981 | +2.7% | 0.12% | +2.5% |
| Q1 2023 | $229,543 | +3.4% | 5,823 | +12.6% | 0.12% | +0.8% |
| Q1 2022 | $222,000 | -14.9% | 5,173 | -9.2% | 0.12% | -18.2% |
| Q4 2021 | $261,000 | +2.4% | 5,696 | -3.7% | 0.15% | -2.6% |
| Q3 2021 | $255,000 | +3.7% | 5,915 | +6.0% | 0.15% | -1.3% |
| Q2 2021 | $246,000 | – | 5,582 | – | 0.15% | – |
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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% |