WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 152 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $362,490 | -3.6% | 9,357 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $375,871 | -3.2% | 9,357 | -5.0% | 0.00% | 0.0% |
| Q1 2023 | $388,326 | +15.0% | 9,851 | +3.9% | 0.00% | 0.0% |
| Q4 2022 | $337,666 | +60.8% | 9,477 | +62.0% | 0.00% | +100.0% |
| Q3 2022 | $210,000 | -4.1% | 5,849 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $219,000 | -12.7% | 5,849 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $251,000 | -6.3% | 5,849 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $268,000 | +5.9% | 5,849 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $253,000 | -1.9% | 5,849 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $258,000 | +6.6% | 5,849 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $242,000 | +5.2% | 5,849 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $230,000 | +7.5% | 5,849 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $214,000 | +4.4% | 5,849 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $205,000 | +11.4% | 5,849 | -3.6% | 0.00% | 0.0% |
| Q1 2020 | $184,000 | -16.4% | 6,065 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $220,000 | +7.8% | 6,065 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $204,000 | +3.0% | 6,065 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $198,000 | +1.5% | 6,065 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $195,000 | +15.4% | 6,065 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $169,000 | -13.3% | 6,065 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $195,000 | +1.0% | 6,065 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $193,000 | +3.2% | 6,065 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $187,000 | -2.6% | 6,065 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $192,000 | +3.2% | 6,065 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $186,000 | +3.3% | 6,065 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $180,000 | +4.7% | 6,065 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $172,000 | +4.9% | 6,065 | -2.3% | 0.00% | 0.0% |
| Q4 2016 | $164,000 | +2.5% | 6,210 | +2.4% | 0.00% | 0.0% |
| Q3 2016 | $160,000 | +2.6% | 6,065 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $156,000 | 0.0% | 6,065 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $156,000 | -2.5% | 6,065 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $160,000 | +6.0% | 6,065 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $151,000 | – | 6,065 | – | 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% |