WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 136 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,524,063 | +2.3% | 942,803 | +6.4% | 1.82% | +1.8% |
| Q1 2023 | $35,715,714 | +25.2% | 885,812 | +10.7% | 1.79% | +35.3% |
| Q4 2022 | $28,522,145 | +15.0% | 800,509 | +15.8% | 1.32% | -10.7% |
| Q3 2022 | $24,806,000 | +12.2% | 691,175 | +16.9% | 1.48% | +15.9% |
| Q2 2022 | $22,117,000 | -9.4% | 591,047 | +3.9% | 1.28% | +43.2% |
| Q1 2022 | $24,424,000 | +1.8% | 568,803 | +8.4% | 0.89% | +1.9% |
| Q4 2021 | $23,999,000 | – | 524,575 | – | 0.88% | – |
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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% |