WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 89 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $191,294 | -16.3% | 5,330 | -12.8% | 0.01% | -11.1% |
Q2 2022 | $228,636 | -31.1% | 6,110 | -21.0% | 0.01% | -18.2% |
Q1 2022 | $331,926 | -10.0% | 7,730 | -4.2% | 0.01% | -8.3% |
Q4 2021 | $368,974 | -9.7% | 8,065 | -14.7% | 0.01% | -20.0% |
Q3 2021 | $408,388 | +10.3% | 9,460 | +12.8% | 0.02% | +7.1% |
Q2 2021 | $370,167 | +10.0% | 8,390 | +2.9% | 0.01% | -6.7% |
Q1 2021 | $336,531 | +25.9% | 8,150 | +19.9% | 0.02% | +7.1% |
Q4 2020 | $267,376 | +19.8% | 6,800 | +11.4% | 0.01% | +7.7% |
Q3 2020 | $223,260 | -20.7% | 6,105 | -23.9% | 0.01% | -27.8% |
Q2 2020 | $281,517 | +29.0% | 8,025 | +11.3% | 0.02% | 0.0% |
Q1 2020 | $218,215 | +43.4% | 7,208 | +72.0% | 0.02% | +63.6% |
Q4 2019 | $152,223 | +140.8% | 4,190 | +122.9% | 0.01% | +120.0% |
Q3 2019 | $63,206 | +2.8% | 1,880 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $61,514 | +1.6% | 1,880 | 0.0% | 0.01% | -16.7% |
Q1 2019 | $60,536 | +15.7% | 1,880 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $52,302 | +55.2% | 1,880 | +79.0% | 0.01% | +50.0% |
Q3 2018 | $33,695 | +0.9% | 1,050 | 0.0% | 0.00% | -20.0% |
Q2 2018 | $33,380 | +3.0% | 1,050 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $32,414 | -58.4% | 1,050 | -57.4% | 0.01% | -58.3% |
Q4 2017 | $78,009 | – | 2,462 | – | 0.01% | – |
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% |