WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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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% |