WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 81 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16,422 | -6.8% | 360,206 | -6.1% | 0.03% | -10.3% |
| Q1 2024 | $17,620 | +11.7% | 383,533 | +2.1% | 0.03% | 0.0% |
| Q4 2023 | $15,770 | -1.6% | 375,555 | -9.3% | 0.03% | -12.1% |
| Q3 2023 | $16,034 | +1.3% | 413,894 | +5.0% | 0.03% | +3.1% |
| Q2 2023 | $15,836 | +15.6% | 394,230 | +13.4% | 0.03% | +10.3% |
| Q1 2023 | $13,700 | -0.6% | 347,541 | -10.2% | 0.03% | -12.1% |
| Q4 2022 | $13,786 | -99.9% | 386,940 | -12.1% | 0.03% | -19.5% |
| Q3 2022 | $15,806,000 | +15.5% | 440,425 | +20.4% | 0.04% | +13.9% |
| Q2 2022 | $13,687,000 | +2.3% | 365,766 | +17.3% | 0.04% | +16.1% |
| Q1 2022 | $13,384,000 | -15.3% | 311,698 | -9.7% | 0.03% | -13.9% |
| Q4 2021 | $15,793,000 | +3.3% | 345,214 | -2.6% | 0.04% | -5.3% |
| Q3 2021 | $15,295,000 | +10.5% | 354,314 | +12.9% | 0.04% | +8.6% |
| Q2 2021 | $13,840,000 | +10.5% | 313,704 | +3.4% | 0.04% | 0.0% |
| Q1 2021 | $12,524,000 | +12.9% | 303,324 | +7.5% | 0.04% | +6.1% |
| Q4 2020 | $11,093,000 | +12.2% | 282,129 | +4.4% | 0.03% | -2.9% |
| Q3 2020 | $9,885,000 | -0.6% | 270,326 | -4.7% | 0.03% | -10.5% |
| Q2 2020 | $9,945,000 | +668.0% | 283,514 | +562.5% | 0.04% | +533.3% |
| Q1 2020 | $1,295,000 | -7.2% | 42,794 | +11.4% | 0.01% | +20.0% |
| Q4 2019 | $1,395,000 | +19.7% | 38,418 | +10.8% | 0.01% | 0.0% |
| Q3 2019 | $1,165,000 | -2.3% | 34,672 | -4.9% | 0.01% | 0.0% |
| Q2 2019 | $1,192,000 | -8.8% | 36,442 | -10.3% | 0.01% | -16.7% |
| Q1 2019 | $1,307,000 | +33.5% | 40,613 | +15.4% | 0.01% | +20.0% |
| Q4 2018 | $979,000 | +2.2% | 35,195 | +17.8% | 0.01% | 0.0% |
| Q3 2018 | $958,000 | +22.7% | 29,877 | +21.6% | 0.01% | +25.0% |
| Q2 2018 | $781,000 | +53.1% | 24,571 | +48.7% | 0.00% | +33.3% |
| Q1 2018 | $510,000 | +56.9% | 16,526 | +61.3% | 0.00% | +50.0% |
| Q4 2017 | $325,000 | – | 10,247 | – | 0.00% | – |
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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% |