WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 127 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $339,000 | -64.6% | 7,900 | -62.2% | 0.08% | -71.5% |
| Q4 2021 | $957,000 | +6.2% | 20,908 | +0.2% | 0.27% | -6.3% |
| Q3 2021 | $901,000 | +98.0% | 20,873 | +102.2% | 0.28% | -15.4% |
| Q2 2021 | $455,000 | -2.8% | 10,323 | -8.9% | 0.34% | -12.0% |
| Q1 2021 | $468,000 | -22.6% | 11,328 | -26.4% | 0.38% | -28.5% |
| Q4 2020 | $605,000 | – | 15,397 | – | 0.54% | – |
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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% |