WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 139 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,488 | +15.2% | 167,463 | +19.4% | 5.05% | +25.6% |
| Q2 2023 | $5,632 | +205.8% | 140,214 | +200.1% | 4.02% | +229.6% |
| Q1 2023 | $1,842 | -99.9% | 46,720 | +5.5% | 1.22% | +19.8% |
| Q4 2022 | $1,578,231 | +29.5% | 44,295 | +30.4% | 1.02% | +13.5% |
| Q3 2022 | $1,219,000 | +1483.1% | 33,967 | +1540.1% | 0.90% | +1561.1% |
| Q2 2022 | $77,000 | -13.5% | 2,071 | 0.0% | 0.05% | -10.0% |
| Q1 2022 | $89,000 | -21.9% | 2,071 | -17.2% | 0.06% | -30.2% |
| Q4 2021 | $114,000 | +5.6% | 2,501 | 0.0% | 0.09% | -1.1% |
| Q3 2021 | $108,000 | -1.8% | 2,501 | 0.0% | 0.09% | -9.4% |
| Q2 2021 | $110,000 | +6.8% | 2,501 | 0.0% | 0.10% | +2.1% |
| Q1 2021 | $103,000 | +9.6% | 2,501 | +4.2% | 0.09% | +2.2% |
| Q4 2020 | $94,000 | – | 2,401 | – | 0.09% | – |
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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% |