WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 325,335 | $13,068,699 | 8.89% |
| Melone Private Wealth, LLC | 220,607 | $8,861,782 | 6.25% |
| WESCAP Management Group, Inc. | 401,769 | $16,139,065 | 5.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 250,928 | $10,079,778 | 5.49% |
| Trinity Wealth Management, LLC | 222,264 | $8,928,358 | 5.46% |
| WEALTH MANAGEMENT RESOURCES, INC. | 218,758 | $8,787,509 | 5.11% |
| Sculati Wealth Management, LLC | 232,604 | $9,343,703 | 4.70% |
| Aspire Wealth Management Corp | 133,510 | $5,363,086 | 4.06% |
| Laurel Wealth Planning LLC | 140,214 | $5,632 | 4.02% |
| Summit Asset Management, LLC | 369,118 | $14,827,453 | 3.91% |