WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 127 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,832 | -6.7% | 6,217 | -3.2% | 0.00% | – |
| Q2 2023 | $257,996 | -12.3% | 6,423 | -13.9% | 0.00% | – |
| Q1 2023 | $294,200 | +166.0% | 7,464 | +140.5% | 0.00% | – |
| Q4 2022 | $110,587 | -30.9% | 3,104 | -30.4% | 0.00% | – |
| Q3 2022 | $160,000 | -15.3% | 4,461 | -11.5% | 0.00% | – |
| Q2 2022 | $189,000 | +38.0% | 5,043 | +58.3% | 0.00% | – |
| Q1 2022 | $137,000 | +57.5% | 3,186 | +66.7% | 0.00% | – |
| Q4 2021 | $87,000 | +6.1% | 1,911 | 0.0% | 0.00% | – |
| Q3 2021 | $82,000 | -2.4% | 1,911 | +0.1% | 0.00% | – |
| Q2 2021 | $84,000 | -25.7% | 1,909 | -30.0% | 0.00% | – |
| Q1 2021 | $113,000 | +36.1% | 2,727 | +29.4% | 0.00% | – |
| Q4 2020 | $83,000 | +3.8% | 2,107 | -4.1% | 0.00% | – |
| Q3 2020 | $80,000 | +122.2% | 2,198 | +111.5% | 0.00% | – |
| Q2 2020 | $36,000 | +157.1% | 1,039 | +126.9% | 0.00% | – |
| Q1 2020 | $14,000 | -73.1% | 458 | -68.3% | 0.00% | – |
| Q4 2019 | $52,000 | +13.0% | 1,443 | +4.5% | 0.00% | – |
| Q3 2019 | $46,000 | +7.0% | 1,381 | +4.1% | 0.00% | – |
| Q2 2019 | $43,000 | – | 1,326 | +132500.0% | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q1 2015 | $4,461,000 | – | 165,077 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 324,033 | $11,545,304 | 8.66% |
| Trinity Wealth Management, LLC | 203,539 | $7,252,106 | 5.16% |
| WESCAP Management Group, Inc. | 408,673 | $14,561,015 | 5.12% |
| WEALTH MANAGEMENT RESOURCES, INC. | 202,987 | $7,232,429 | 4.69% |
| Melone Private Wealth, LLC | 147,530 | $5,256,491 | 4.45% |
| Sculati Wealth Management, LLC | 221,034 | $7,875 | 4.42% |
| Aspire Wealth Management Corp | 142,532 | $5,078,399 | 4.42% |
| Castleview Partners, LLC | 115,715 | $4,122,916 | 4.02% |
| Summit Asset Management, LLC | 367,972 | $13,110,827 | 3.79% |
| Cardinal Point Capital Management ULC | 286,732 | $10,216,266 | 3.53% |