WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 136 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $590,134 | -4.5% | 16,563 | -3.7% | 0.62% | -7.9% |
Q3 2022 | $618,000 | -21.2% | 17,207 | -17.9% | 0.67% | -18.4% |
Q2 2022 | $784,000 | -29.4% | 20,956 | -18.9% | 0.83% | -21.7% |
Q1 2022 | $1,110,000 | +7.4% | 25,846 | +14.4% | 1.06% | +5.7% |
Q4 2021 | $1,034,000 | – | 22,597 | – | 1.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Lake Point Wealth Management | 641,627 | $27,699,000 | 12.76% |
Choice Wealth Advisors, LLC | 245,788 | $10,611,000 | 8.60% |
WESCAP Management Group, Inc. | 510,858 | $22,054,000 | 6.41% |
Summit Asset Management, LLC | 360,491 | $15,562,000 | 4.88% |
Cardinal Point Wealth Management LLC | 237,089 | $10,235,000 | 4.81% |
Trinity Wealth Management, LLC | 145,094 | $6,264,000 | 4.74% |
Sculati Wealth Management, LLC | 172,527 | $7,448,000 | 3.95% |
SPC Financial, Inc. | 695,870 | $30,041,000 | 3.72% |
DHJJ Financial Advisors, Ltd. | 62,147 | $2,689,000 | 1.39% |
Corbenic Partners LLC | 129,645 | $5,597,000 | 1.36% |