WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 139 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,653 | -3.5% | 7,090 | +0.1% | 0.14% | +1.5% |
| Q2 2023 | $284,646 | +2.2% | 7,086 | +0.3% | 0.14% | -5.6% |
| Q1 2023 | $278,623 | +10.8% | 7,068 | +0.1% | 0.14% | +14.3% |
| Q4 2022 | $251,537 | +1.8% | 7,060 | +2.5% | 0.13% | -9.4% |
| Q3 2022 | $247,000 | -3.9% | 6,885 | +0.2% | 0.14% | +4.5% |
| Q2 2022 | $257,000 | -12.6% | 6,869 | +0.5% | 0.13% | -7.6% |
| Q1 2022 | $294,000 | -5.8% | 6,837 | +0.2% | 0.14% | -3.4% |
| Q4 2021 | $312,000 | +6.1% | 6,822 | +0.1% | 0.15% | -4.5% |
| Q3 2021 | $294,000 | +1.7% | 6,815 | +4.1% | 0.16% | -2.5% |
| Q2 2021 | $289,000 | +45.2% | 6,544 | +35.9% | 0.16% | +30.1% |
| Q1 2021 | $199,000 | -22.3% | 4,814 | -26.2% | 0.12% | -28.1% |
| Q4 2020 | $256,000 | -3.0% | 6,522 | -9.8% | 0.17% | -20.5% |
| Q3 2020 | $264,000 | +4.3% | 7,230 | +0.1% | 0.22% | +5.4% |
| Q2 2020 | $253,000 | +16.1% | 7,220 | +0.2% | 0.20% | -8.9% |
| Q1 2020 | $218,000 | -16.8% | 7,206 | +0.1% | 0.22% | +6.2% |
| Q4 2019 | $262,000 | – | 7,202 | – | 0.21% | – |
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% |