WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 178 filers reported holding WISDOMTREE TR in Q2 2023. 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 ↓ |
|---|---|---|---|
| Americana Partners, LLC | 275,271 | $10,000,000 | 5.60% |
| Summit Asset Management, LLC | 356,736 | $12,960,000 | 5.53% |
| Trinity Wealth Management, LLC | 101,307 | $3,680,000 | 3.70% |
| FIFTH THIRD SECURITIES, INC. | 104,004 | $3,778,438,000 | 3.08% |
| Ameritas Investment Company, LLC | 368,267 | $13,379,000 | 2.81% |
| WESCAP Management Group, Inc. | 192,289 | $6,985,000 | 2.72% |
| CLIENT 1ST ADVISORY GROUP, LLC | 74,143 | $2,694,000 | 2.66% |
| Stewardship Advisors, LLC | 102,344 | $3,718,000 | 2.34% |
| VIVID FINANCIAL MANAGEMENT, INC. | 58,306 | $2,164,000 | 2.31% |
| Financial Enhancement Group LLC | 162,253 | $5,895,000 | 1.48% |