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 | $103,596 | +3482.2% | 2,674 | +3613.9% | 0.00% | – |
| Q2 2023 | $2,892 | -84.8% | 72 | -85.6% | 0.00% | – |
| Q2 2022 | $19,000 | -36.7% | 500 | -28.3% | 0.00% | – |
| Q1 2022 | $30,000 | +2900.0% | 697 | +2930.4% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | -50.0% | 23 | -61.0% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | 0.0% | 59 | -9.2% | 0.00% | – |
| Q3 2017 | $2,000 | -83.3% | 65 | -86.2% | 0.00% | – |
| Q4 2016 | $12,000 | – | 472 | – | 0.00% | – |
Download | ||||||
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% |