WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 227 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $295,514 | -0.8% | 6,482 | 0.0% | 0.03% | 0.0% |
| Q1 2024 | $297,783 | -52.9% | 6,482 | -57.0% | 0.03% | -56.6% |
| Q4 2023 | $632,327 | -1.7% | 15,059 | -9.3% | 0.08% | -11.6% |
| Q3 2023 | $643,433 | -21.5% | 16,609 | -18.6% | 0.09% | -21.8% |
| Q2 2023 | $819,830 | -44.8% | 20,409 | -45.8% | 0.11% | -48.4% |
| Q1 2023 | $1,484,005 | -3.4% | 37,646 | -12.6% | 0.21% | -13.1% |
| Q4 2022 | $1,535,510 | -8.4% | 43,096 | -7.8% | 0.24% | -18.3% |
| Q3 2022 | $1,677,000 | -6.1% | 46,735 | -2.0% | 0.30% | +3.8% |
| Q2 2022 | $1,785,000 | -18.0% | 47,710 | -6.0% | 0.29% | -13.7% |
| Q1 2022 | $2,178,000 | -7.9% | 50,740 | -1.9% | 0.34% | +2.8% |
| Q4 2021 | $2,365,000 | – | 51,715 | – | 0.33% | – |
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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% |