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 | $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 ↓ |
|---|---|---|---|
| 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% |