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 | $8,162,760 | +0.4% | 217,848 | +6.3% | 3.94% | +25.2% |
| Q2 2023 | $8,128,638 | +25.5% | 204,906 | +24.4% | 3.15% | +15.0% |
| Q1 2023 | $6,478,082 | +33.9% | 164,711 | +29.9% | 2.74% | +20.7% |
| Q4 2022 | $4,837,320 | +126.6% | 126,797 | +113.1% | 2.27% | +56.2% |
| Q3 2022 | $2,135,000 | +5.0% | 59,489 | +9.4% | 1.45% | -2.3% |
| Q2 2022 | $2,034,000 | +16.2% | 54,359 | +33.4% | 1.48% | +8.6% |
| Q1 2022 | $1,750,000 | -28.7% | 40,762 | -24.0% | 1.37% | -29.7% |
| Q4 2021 | $2,455,000 | – | 53,662 | – | 1.95% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 629,378 | $27,768,000 | 12.95% |
| Choice Wealth Advisors, LLC | 242,140 | $10,683,000 | 7.68% |
| WESCAP Management Group, Inc. | 498,833 | $22,008,000 | 6.39% |
| Summit Asset Management, LLC | 352,773 | $15,564,000 | 4.89% |
| Trinity Wealth Management, LLC | 140,204 | $6,186,000 | 4.84% |
| Cardinal Point Wealth Management LLC | 232,380 | $10,253,000 | 4.63% |
| Sculati Wealth Management, LLC | 170,673 | $7,530,000 | 3.99% |
| SPC Financial, Inc. | 665,452 | $29,360,000 | 3.56% |
| Castleview Partners, LLC | 128,709 | $5,679,000 | 2.49% |
| Corbenic Partners LLC | 127,621 | $5,631,000 | 1.48% |