WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 197 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |