WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 139 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $382 | -2.6% | 9,499 | -4.6% | 0.28% | -6.1% |
| Q1 2023 | $392 | +2.1% | 9,956 | -7.5% | 0.29% | +5.0% |
| Q4 2022 | $384 | -99.9% | 10,769 | -15.7% | 0.28% | -12.3% |
| Q2 2022 | $487,000 | -19.6% | 12,771 | -9.0% | 0.32% | -19.5% |
| Q1 2022 | $606,000 | -4.7% | 14,027 | +0.9% | 0.40% | +7.3% |
| Q4 2021 | $636,000 | – | 13,899 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delphi Private Advisors LLC | 66,300 | $2,101,000 | 5.16% |
| Summit Asset Management, LLC | 310,126 | $9,826,000 | 4.71% |
| BFSG, LLC | 240,015 | $7,605,000 | 3.21% |
| WESCAP Management Group, Inc. | 186,593 | $5,912,000 | 2.33% |
| Price Wealth, LLC | 105,312 | $3,336,000 | 2.18% |
| RiverFront Investment Group, LLC | 2,376,625 | $75,299,000 | 1.79% |
| Colorado Capital Management, Inc. | 76,538 | $2,425,000 | 1.70% |
| Stokes Capital Advisors, LLC | 71,962 | $2,280,000 | 1.54% |
| VALLEY NATIONAL ADVISERS INC | 96,379 | $3,054,000 | 1.06% |
| Ifrah Financial Services, Inc. | 74,004 | $2,345,000 | 0.85% |