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 | $12,525,544 | -4.2% | 323,323 | -0.6% | 8.85% | -0.5% |
| Q2 2023 | $13,068,699 | +1.1% | 325,335 | -0.8% | 8.89% | -5.4% |
| Q1 2023 | $12,927,701 | +12.0% | 327,948 | +1.2% | 9.40% | +8.5% |
| Q4 2022 | $11,545,304 | +3.6% | 324,033 | +4.3% | 8.66% | -7.1% |
| Q3 2022 | $11,147,000 | -15.6% | 310,577 | +0.4% | 9.32% | -11.0% |
| Q1 2022 | $13,211,000 | +2.6% | 309,241 | +9.9% | 10.48% | +10.7% |
| Q4 2021 | $12,879,000 | +21.4% | 281,500 | +14.5% | 9.47% | +10.1% |
| Q3 2021 | $10,611,000 | -0.7% | 245,788 | +1.5% | 8.60% | +12.1% |
| Q2 2021 | $10,683,000 | +14.0% | 242,140 | +6.6% | 7.68% | -0.9% |
| Q1 2021 | $9,375,000 | +10.7% | 227,043 | +5.4% | 7.74% | +1.3% |
| Q4 2020 | $8,470,000 | – | 215,403 | – | 7.65% | – |
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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% |