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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $228,000 | -17.4% | 6,096 | -5.3% | 0.10% | -15.2% |
Q1 2022 | $276,000 | -13.2% | 6,439 | -7.3% | 0.11% | -16.4% |
Q4 2021 | $318,000 | +6.4% | 6,947 | +0.3% | 0.13% | -15.7% |
Q3 2021 | $299,000 | -1.3% | 6,924 | +0.9% | 0.16% | -5.9% |
Q2 2021 | $303,000 | -1.3% | 6,860 | -7.8% | 0.17% | -28.4% |
Q1 2021 | $307,000 | -0.3% | 7,442 | -11.6% | 0.24% | -9.9% |
Q4 2020 | $308,000 | – | 8,419 | – | 0.26% | – |
Download |
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% |