WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,907,550 | -6.1% | 49,240 | -2.7% | 0.97% | -8.4% |
| Q2 2023 | $2,031,960 | -3.7% | 50,584 | -6.1% | 1.06% | -7.6% |
| Q1 2023 | $2,109,092 | -2.7% | 53,868 | -11.4% | 1.14% | -7.9% |
| Q4 2022 | $2,167,174 | -12.5% | 60,830 | -11.8% | 1.24% | -14.1% |
| Q3 2022 | $2,478,000 | -3.5% | 68,985 | +0.8% | 1.45% | +0.8% |
| Q2 2022 | $2,569,000 | -11.2% | 68,404 | +2.7% | 1.44% | +3.3% |
| Q1 2022 | $2,894,000 | -2.9% | 66,621 | +2.3% | 1.39% | -0.7% |
| Q4 2021 | $2,981,000 | +10.9% | 65,133 | +4.8% | 1.40% | +0.6% |
| Q3 2021 | $2,689,000 | +3.2% | 62,147 | +5.3% | 1.39% | +1.2% |
| Q2 2021 | $2,605,000 | +10.5% | 59,035 | +3.4% | 1.38% | +0.7% |
| Q1 2021 | $2,358,000 | +6.9% | 57,094 | +1.8% | 1.37% | -1.5% |
| Q4 2020 | $2,206,000 | – | 56,104 | – | 1.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 324,033 | $11,545,304 | 8.66% |
| Trinity Wealth Management, LLC | 203,539 | $7,252,106 | 5.16% |
| WESCAP Management Group, Inc. | 408,673 | $14,561,015 | 5.12% |
| WEALTH MANAGEMENT RESOURCES, INC. | 202,987 | $7,232,429 | 4.69% |
| Melone Private Wealth, LLC | 147,530 | $5,256,491 | 4.45% |
| Sculati Wealth Management, LLC | 221,034 | $7,875 | 4.42% |
| Aspire Wealth Management Corp | 142,532 | $5,078,399 | 4.42% |
| Castleview Partners, LLC | 115,715 | $4,122,916 | 4.02% |
| Summit Asset Management, LLC | 367,972 | $13,110,827 | 3.79% |
| Cardinal Point Capital Management ULC | 286,732 | $10,216,266 | 3.53% |