WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 197 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,121,927 | +2.9% | 235,465 | +6.7% | 6.52% | +4.3% |
| Q2 2023 | $8,861,782 | +10.2% | 220,607 | +7.8% | 6.25% | +1.9% |
| Q1 2023 | $8,038,633 | +52.9% | 204,597 | +38.7% | 6.13% | +37.7% |
| Q4 2022 | $5,256,491 | -1.2% | 147,530 | +3.4% | 4.45% | -4.1% |
| Q3 2022 | $5,318,000 | +1.6% | 142,715 | +4.0% | 4.64% | +4.8% |
| Q2 2022 | $5,232,000 | -6.8% | 137,216 | +2.3% | 4.43% | -3.2% |
| Q1 2022 | $5,613,000 | +3.8% | 134,157 | +13.5% | 4.58% | +12.5% |
| Q4 2021 | $5,409,000 | – | 118,229 | – | 4.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 323,323 | $12,525,544 | 8.85% |
| Prism Advisors, Inc. | 487,318 | $18,878,699 | 6.61% |
| Melone Private Wealth, LLC | 235,465 | $9,121,927 | 6.52% |
| WESCAP Management Group, Inc. | 404,207 | $15,658,977 | 5.58% |
| Trinity Wealth Management, LLC | 226,736 | $8,783,766 | 5.45% |
| CAPITAL WEALTH MANAGEMENT, LLC | 254,360 | $9,853,906 | 5.40% |
| Laurel Wealth Planning LLC | 167,463 | $6,488 | 5.05% |
| Sculati Wealth Management, LLC | 236,524 | $9,162,940 | 4.68% |
| Castleview Partners, LLC | 130,634 | $5,060,755 | 4.68% |
| WEALTH MANAGEMENT RESOURCES, INC. | 231,668 | $8,974,850 | 4.34% |