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 | $715,876 | -5.7% | 18,479 | -2.2% | 0.16% | -3.5% |
| Q2 2023 | $759,213 | -4.5% | 18,900 | -6.3% | 0.17% | -9.1% |
| Q1 2023 | $795,220 | +3.9% | 20,173 | -4.1% | 0.19% | -30.2% |
| Q4 2022 | $765,108 | -13.5% | 21,031 | -14.7% | 0.27% | -23.0% |
| Q3 2022 | $885,000 | -10.8% | 24,663 | +0.2% | 0.35% | +3.6% |
| Q2 2022 | $992,000 | -10.5% | 24,617 | -4.6% | 0.34% | +1.2% |
| Q1 2022 | $1,108,000 | -14.2% | 25,801 | -8.6% | 0.33% | -12.9% |
| Q4 2021 | $1,292,000 | -39.8% | 28,235 | -40.4% | 0.38% | -40.6% |
| Q3 2021 | $2,145,000 | -19.7% | 47,379 | -19.3% | 0.64% | -23.5% |
| Q2 2021 | $2,671,000 | +3.9% | 58,727 | -2.7% | 0.84% | +2.9% |
| Q1 2021 | $2,570,000 | +4.7% | 60,376 | -3.2% | 0.81% | -12.3% |
| Q4 2020 | $2,454,000 | – | 62,403 | – | 0.93% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 641,627 | $27,699,000 | 12.76% |
| Choice Wealth Advisors, LLC | 245,788 | $10,611,000 | 8.60% |
| WESCAP Management Group, Inc. | 510,858 | $22,054,000 | 6.41% |
| Summit Asset Management, LLC | 360,491 | $15,562,000 | 4.88% |
| Cardinal Point Wealth Management LLC | 237,089 | $10,235,000 | 4.81% |
| Trinity Wealth Management, LLC | 145,094 | $6,264,000 | 4.74% |
| Sculati Wealth Management, LLC | 172,527 | $7,448,000 | 3.95% |
| SPC Financial, Inc. | 695,870 | $30,041,000 | 3.72% |
| DHJJ Financial Advisors, Ltd. | 62,147 | $2,689,000 | 1.39% |
| Corbenic Partners LLC | 129,645 | $5,597,000 | 1.36% |