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 | 325,335 | $13,068,699 | 8.89% |
| Melone Private Wealth, LLC | 220,607 | $8,861,782 | 6.25% |
| WESCAP Management Group, Inc. | 401,769 | $16,139,065 | 5.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 250,928 | $10,079,778 | 5.49% |
| Trinity Wealth Management, LLC | 222,264 | $8,928,358 | 5.46% |
| WEALTH MANAGEMENT RESOURCES, INC. | 218,758 | $8,787,509 | 5.11% |
| Sculati Wealth Management, LLC | 232,604 | $9,343,703 | 4.70% |
| Aspire Wealth Management Corp | 133,510 | $5,363,086 | 4.06% |
| Laurel Wealth Planning LLC | 140,214 | $5,632 | 4.02% |
| Summit Asset Management, LLC | 369,118 | $14,827,453 | 3.91% |