WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |