WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 139 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 629,378 | $27,768,000 | 12.95% |
| Choice Wealth Advisors, LLC | 242,140 | $10,683,000 | 7.68% |
| WESCAP Management Group, Inc. | 498,833 | $22,008,000 | 6.39% |
| Summit Asset Management, LLC | 352,773 | $15,564,000 | 4.89% |
| Trinity Wealth Management, LLC | 140,204 | $6,186,000 | 4.84% |
| Cardinal Point Wealth Management LLC | 232,380 | $10,253,000 | 4.63% |
| Sculati Wealth Management, LLC | 170,673 | $7,530,000 | 3.99% |
| SPC Financial, Inc. | 665,452 | $29,360,000 | 3.56% |
| Castleview Partners, LLC | 128,709 | $5,679,000 | 2.49% |
| Corbenic Partners LLC | 127,621 | $5,631,000 | 1.48% |