WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 76 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,548 | +6.2% | 143,221 | +10.1% | 0.03% | +6.9% |
| Q2 2023 | $5,225 | +13.8% | 130,079 | +11.7% | 0.03% | -9.4% |
| Q1 2023 | $4,590 | +17.5% | 116,445 | +6.2% | 0.03% | +23.1% |
| Q4 2022 | $3,908 | -99.9% | 109,676 | +7.3% | 0.03% | -7.1% |
| Q3 2022 | $3,670,000 | +7.3% | 102,254 | +11.9% | 0.03% | +7.7% |
| Q2 2022 | $3,421,000 | +147.2% | 91,417 | +183.7% | 0.03% | +160.0% |
| Q1 2022 | $1,384,000 | -4.1% | 32,228 | +2.2% | 0.01% | 0.0% |
| Q4 2021 | $1,443,000 | +4.6% | 31,545 | -1.3% | 0.01% | -9.1% |
| Q3 2021 | $1,380,000 | -9.8% | 31,974 | -7.8% | 0.01% | -15.4% |
| Q2 2021 | $1,530,000 | +10.2% | 34,679 | +3.1% | 0.01% | 0.0% |
| Q1 2021 | $1,389,000 | +6.3% | 33,639 | +1.2% | 0.01% | -7.1% |
| Q4 2020 | $1,307,000 | +4.0% | 33,243 | -3.3% | 0.01% | -12.5% |
| Q3 2020 | $1,257,000 | -51.8% | 34,375 | -53.7% | 0.02% | -54.3% |
| Q2 2020 | $2,606,000 | +8.5% | 74,292 | -6.3% | 0.04% | -14.6% |
| Q1 2020 | $2,401,000 | +16.6% | 79,320 | +39.9% | 0.04% | +41.4% |
| Q4 2019 | $2,060,000 | +23.3% | 56,712 | +14.1% | 0.03% | +7.4% |
| Q3 2019 | $1,671,000 | +20.5% | 49,702 | +17.3% | 0.03% | +35.0% |
| Q2 2019 | $1,387,000 | -2.8% | 42,385 | -4.4% | 0.02% | -9.1% |
| Q1 2019 | $1,427,000 | -36.6% | 44,324 | -45.2% | 0.02% | -45.0% |
| Q4 2018 | $2,250,000 | -13.1% | 80,862 | +0.2% | 0.04% | -9.1% |
| Q3 2018 | $2,588,000 | +45.6% | 80,663 | +44.2% | 0.04% | +12.8% |
| Q2 2018 | $1,778,000 | +18.8% | 55,930 | +15.3% | 0.04% | +21.9% |
| Q1 2018 | $1,497,000 | – | 48,504 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delphi Private Advisors LLC | 66,300 | $2,101,000 | 5.16% |
| Summit Asset Management, LLC | 310,126 | $9,826,000 | 4.71% |
| BFSG, LLC | 240,015 | $7,605,000 | 3.21% |
| WESCAP Management Group, Inc. | 186,593 | $5,912,000 | 2.33% |
| Price Wealth, LLC | 105,312 | $3,336,000 | 2.18% |
| RiverFront Investment Group, LLC | 2,376,625 | $75,299,000 | 1.79% |
| Colorado Capital Management, Inc. | 76,538 | $2,425,000 | 1.70% |
| Stokes Capital Advisors, LLC | 71,962 | $2,280,000 | 1.54% |
| VALLEY NATIONAL ADVISERS INC | 96,379 | $3,054,000 | 1.06% |
| Ifrah Financial Services, Inc. | 74,004 | $2,345,000 | 0.85% |