WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 153 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
Download | ||||||
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% |