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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,610,179 | – | 119,003 | – | 3.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 660,701 | $30,227,000 | 13.20% |
| Choice Wealth Advisors, LLC | 281,500 | $12,879,000 | 9.47% |
| WESCAP Management Group, Inc. | 510,739 | $23,366,000 | 6.45% |
| WEALTH MANAGEMENT RESOURCES, INC. | 206,741 | $9,459,000 | 6.09% |
| Aspire Wealth Management Corp | 131,653 | $6,023,000 | 4.88% |
| Trinity Wealth Management, LLC | 154,644 | $7,075,000 | 4.87% |
| Cardinal Point Wealth Management Partners, LLC | 244,124 | $11,169,000 | 4.84% |
| Summit Asset Management, LLC | 366,000 | $16,744,000 | 4.75% |
| Melone Private Wealth, LLC | 118,229 | $5,409,000 | 4.07% |
| Sculati Wealth Management, LLC | 177,068 | $8,101,000 | 3.92% |