WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 116 filers reported holding WISDOMTREE TR in Q1 2021. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Americana Partners, LLC | 275,271 | $10,000,000 | 5.60% |
| Summit Asset Management, LLC | 356,736 | $12,960,000 | 5.53% |
| Trinity Wealth Management, LLC | 101,307 | $3,680,000 | 3.70% |
| FIFTH THIRD SECURITIES, INC. | 104,004 | $3,778,438,000 | 3.08% |
| Ameritas Investment Company, LLC | 368,267 | $13,379,000 | 2.81% |
| WESCAP Management Group, Inc. | 192,289 | $6,985,000 | 2.72% |
| CLIENT 1ST ADVISORY GROUP, LLC | 74,143 | $2,694,000 | 2.66% |
| Stewardship Advisors, LLC | 102,344 | $3,718,000 | 2.34% |
| VIVID FINANCIAL MANAGEMENT, INC. | 58,306 | $2,164,000 | 2.31% |
| Financial Enhancement Group LLC | 162,253 | $5,895,000 | 1.48% |