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% | – |
Download |
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% |