WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 110 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $998,575 | -3.6% | 25,776 | +0.0% | 0.13% | +0.8% |
| Q2 2023 | $1,035,382 | +1.9% | 25,775 | 0.0% | 0.13% | -3.7% |
| Q1 2023 | $1,016,051 | +10.6% | 25,775 | 0.0% | 0.13% | +3.9% |
| Q4 2022 | $918,363 | -0.9% | 25,775 | -0.2% | 0.13% | -14.0% |
| Q3 2022 | $927,000 | -4.1% | 25,838 | 0.0% | 0.15% | -0.7% |
| Q2 2022 | $967,000 | -12.8% | 25,838 | 0.0% | 0.15% | -2.6% |
| Q1 2022 | $1,109,000 | -19.7% | 25,838 | -14.4% | 0.16% | -20.9% |
| Q4 2021 | $1,381,000 | +5.3% | 30,188 | -0.7% | 0.20% | -3.9% |
| Q3 2021 | $1,312,000 | +0.2% | 30,388 | +2.4% | 0.20% | -1.0% |
| Q2 2021 | $1,310,000 | +10.0% | 29,688 | +2.9% | 0.21% | +6.2% |
| Q1 2021 | $1,191,000 | +7.3% | 28,845 | +2.2% | 0.19% | -2.0% |
| Q4 2020 | $1,110,000 | +7.6% | 28,220 | 0.0% | 0.20% | +1.5% |
| Q3 2020 | $1,032,000 | +4.2% | 28,220 | 0.0% | 0.20% | -3.0% |
| Q2 2020 | $990,000 | – | 28,220 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 324,033 | $11,545,304 | 8.66% |
| Trinity Wealth Management, LLC | 203,539 | $7,252,106 | 5.16% |
| WESCAP Management Group, Inc. | 408,673 | $14,561,015 | 5.12% |
| WEALTH MANAGEMENT RESOURCES, INC. | 202,987 | $7,232,429 | 4.69% |
| Melone Private Wealth, LLC | 147,530 | $5,256,491 | 4.45% |
| Sculati Wealth Management, LLC | 221,034 | $7,875 | 4.42% |
| Aspire Wealth Management Corp | 142,532 | $5,078,399 | 4.42% |
| Castleview Partners, LLC | 115,715 | $4,122,916 | 4.02% |
| Summit Asset Management, LLC | 367,972 | $13,110,827 | 3.79% |
| Cardinal Point Capital Management ULC | 286,732 | $10,216,266 | 3.53% |