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 | $5,176,174 | -3.5% | 133,613 | +0.1% | 3.94% | -3.0% |
| Q2 2023 | $5,363,086 | -0.5% | 133,510 | -2.4% | 4.06% | -7.4% |
| Q1 2023 | $5,391,561 | +6.2% | 136,772 | -4.0% | 4.38% | -1.0% |
| Q4 2022 | $5,078,399 | +2.5% | 142,532 | +3.2% | 4.42% | -5.3% |
| Q3 2022 | $4,956,000 | -4.1% | 138,078 | -0.1% | 4.67% | -1.9% |
| Q2 2022 | $5,170,000 | -10.3% | 138,169 | +2.9% | 4.76% | +4.4% |
| Q1 2022 | $5,764,000 | -4.3% | 134,234 | +2.0% | 4.56% | -6.5% |
| Q4 2021 | $6,023,000 | – | 131,653 | – | 4.88% | – |
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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% |