WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 154 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,979,940 | +9.5% | 43,192 | +5.3% | 0.08% | -3.4% |
| Q1 2024 | $1,808,843 | -54.5% | 41,026 | -60.0% | 0.09% | -60.7% |
| Q3 2023 | $3,974,046 | +17.0% | 102,582 | +21.3% | 0.22% | +18.5% |
| Q2 2023 | $3,395,992 | +19.9% | 84,541 | +17.6% | 0.19% | +7.4% |
| Q1 2023 | $2,833,340 | +8.2% | 71,876 | -2.2% | 0.18% | -17.4% |
| Q4 2022 | $2,618,049 | -18.9% | 73,479 | -18.3% | 0.21% | -23.7% |
| Q3 2022 | $3,227,396 | +3.5% | 89,925 | +7.9% | 0.28% | +8.1% |
| Q2 2022 | $3,118,836 | -0.2% | 83,347 | +14.5% | 0.26% | +18.3% |
| Q1 2022 | $3,125,664 | +64.7% | 72,791 | +58.3% | 0.22% | -1.8% |
| Q1 2021 | $1,898,255 | -46.2% | 45,971 | -48.8% | 0.22% | -29.1% |
| Q4 2020 | $3,530,680 | +23.9% | 89,793 | +15.2% | 0.31% | +17.7% |
| Q3 2020 | $2,850,456 | -6.7% | 77,945 | -10.5% | 0.27% | -21.8% |
| Q2 2020 | $3,055,689 | +12.0% | 87,106 | -3.4% | 0.34% | -7.1% |
| Q1 2020 | $2,729,268 | -13.8% | 90,152 | +3.4% | 0.37% | -5.7% |
| Q4 2019 | $3,167,811 | +101.5% | 87,195 | +86.5% | 0.39% | +78.0% |
| Q3 2019 | $1,571,817 | -12.4% | 46,752 | -14.7% | 0.22% | -18.0% |
| Q2 2019 | $1,793,723 | +5.8% | 54,820 | +4.1% | 0.27% | -2.2% |
| Q1 2019 | $1,696,004 | – | 52,671 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delphi Private Advisors LLC | 72,977 | $2,237,000 | 6.53% |
| Summit Asset Management, LLC | 295,589 | $9,063,000 | 4.54% |
| Jacobus Wealth Management, Inc. | 478,918 | $14,684,000 | 3.84% |
| BFSG, LLC | 237,089 | $7,269,000 | 3.28% |
| WESCAP Management Group, Inc. | 168,306 | $5,160,000 | 2.32% |
| Colorado Capital Management, Inc. | 84,790 | $2,599,000 | 1.94% |
| RiverFront Investment Group, LLC | 2,361,085 | $72,390,000 | 1.76% |
| VALLEY NATIONAL ADVISERS INC | 92,792 | $2,845,000 | 0.97% |
| Rehmann Capital Advisory Group | 118,606 | $3,636,000 | 0.66% |
| Hefty Wealth Partners | 30,995 | $950,000 | 0.63% |