WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 225 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,374,634 | +3.4% | 52,087 | +4.2% | 1.00% | -1.3% |
| Q1 2024 | $2,296,464 | +14.5% | 49,988 | +4.6% | 1.02% | +8.3% |
| Q4 2023 | $2,006,030 | +5.2% | 47,774 | -3.0% | 0.94% | -3.2% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delphi Private Advisors LLC | 72,977 | $2,237,000 | 6.53% |
| Summit Asset Management, LLC | 295,589 | $9,063,000 | 4.54% |
| Jacobus Wealth Management, Inc. | 478,918 | $14,684,000 | 3.84% |
| BFSG, LLC | 237,089 | $7,269,000 | 3.28% |
| WESCAP Management Group, Inc. | 168,306 | $5,160,000 | 2.32% |
| Colorado Capital Management, Inc. | 84,790 | $2,599,000 | 1.94% |
| RiverFront Investment Group, LLC | 2,361,085 | $72,390,000 | 1.76% |
| VALLEY NATIONAL ADVISERS INC | 92,792 | $2,845,000 | 0.97% |
| Rehmann Capital Advisory Group | 118,606 | $3,636,000 | 0.66% |
| Hefty Wealth Partners | 30,995 | $950,000 | 0.63% |