WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 178 filers reported holding WISDOMTREE TR in Q2 2023. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 323,323 | $12,525,544 | 8.85% |
| Prism Advisors, Inc. | 487,318 | $18,878,699 | 6.61% |
| Melone Private Wealth, LLC | 235,465 | $9,121,927 | 6.52% |
| WESCAP Management Group, Inc. | 404,207 | $15,658,977 | 5.58% |
| Trinity Wealth Management, LLC | 226,736 | $8,783,766 | 5.45% |
| CAPITAL WEALTH MANAGEMENT, LLC | 254,360 | $9,853,906 | 5.40% |
| Laurel Wealth Planning LLC | 167,463 | $6,488 | 5.05% |
| Sculati Wealth Management, LLC | 236,524 | $9,162,940 | 4.68% |
| Castleview Partners, LLC | 130,634 | $5,060,755 | 4.68% |
| WEALTH MANAGEMENT RESOURCES, INC. | 231,668 | $8,974,850 | 4.34% |