WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 102 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,211 | -3.6% | 1,864 | 0.0% | 0.00% | – |
| Q2 2023 | $74,877 | +1497440.0% | 1,864 | +1185.5% | 0.00% | – |
| Q4 2022 | $5 | -99.5% | 145 | +625.0% | 0.00% | – |
| Q3 2022 | $1,000 | -50.0% | 20 | -50.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | -87.5% | 40 | -90.3% | 0.00% | – |
| Q4 2020 | $16,000 | +6.7% | 414 | 0.0% | 0.00% | – |
| Q3 2020 | $15,000 | +1400.0% | 414 | +935.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -97.4% | 40 | -96.3% | 0.00% | – |
| Q4 2019 | $39,000 | +62.5% | 1,075 | +51.4% | 0.00% | – |
| Q3 2019 | $24,000 | -31.4% | 710 | -34.7% | 0.00% | – |
| Q2 2019 | $35,000 | +169.2% | 1,087 | +160.7% | 0.00% | – |
| Q1 2019 | $13,000 | – | 417 | – | 0.00% | – |
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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% |