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 | $503,212 | -3.0% | 12,989 | +0.6% | 0.01% | 0.0% |
| Q2 2023 | $518,845 | +2.5% | 12,917 | +0.6% | 0.01% | -9.1% |
| Q1 2023 | $506,360 | +13.1% | 12,845 | +2.3% | 0.01% | +10.0% |
| Q4 2022 | $447,583 | +106.3% | 12,562 | +148.2% | 0.01% | +150.0% |
| Q1 2022 | $217,000 | -6.1% | 5,062 | +0.1% | 0.00% | -20.0% |
| Q4 2021 | $231,000 | +6.0% | 5,055 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $218,000 | -65.0% | 5,051 | -74.2% | 0.01% | -78.3% |
| Q2 2018 | $622,000 | -8.9% | 19,564 | -11.6% | 0.02% | -8.0% |
| Q1 2018 | $683,000 | -59.2% | 22,125 | -58.1% | 0.02% | -51.0% |
| Q4 2017 | $1,673,000 | +106.5% | 52,810 | +99.9% | 0.05% | +50.0% |
| Q3 2017 | $810,000 | +5.7% | 26,416 | +2.1% | 0.03% | -5.6% |
| Q2 2017 | $766,000 | +26.4% | 25,884 | +21.5% | 0.04% | +16.1% |
| Q1 2017 | $606,000 | +111.9% | 21,299 | +96.4% | 0.03% | +93.8% |
| Q4 2016 | $286,000 | +16.7% | 10,844 | +16.8% | 0.02% | +14.3% |
| Q3 2016 | $245,000 | -16.4% | 9,283 | -18.6% | 0.01% | -17.6% |
| Q2 2016 | $293,000 | +0.3% | 11,409 | +0.1% | 0.02% | -19.0% |
| Q1 2016 | $292,000 | – | 11,393 | – | 0.02% | – |
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% |