WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 225 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,141,828 | -2.4% | 25,046 | -1.7% | 0.11% | -6.6% |
| Q1 2024 | $1,169,969 | +8.1% | 25,467 | -1.2% | 0.12% | -2.4% |
| Q4 2023 | $1,082,778 | +8.4% | 25,787 | +0.0% | 0.12% | -3.8% |
| 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 ↓ |
|---|---|---|---|
| Delphi Private Advisors LLC | 72,977 | $2,237,000 | 6.53% |
| Summit Asset Management, LLC | 295,589 | $9,063,000 | 4.54% |
| Jacobus Wealth Management, Inc. | 478,918 | $14,684,000 | 3.84% |
| BFSG, LLC | 237,089 | $7,269,000 | 3.28% |
| WESCAP Management Group, Inc. | 168,306 | $5,160,000 | 2.32% |
| Colorado Capital Management, Inc. | 84,790 | $2,599,000 | 1.94% |
| RiverFront Investment Group, LLC | 2,361,085 | $72,390,000 | 1.76% |
| VALLEY NATIONAL ADVISERS INC | 92,792 | $2,845,000 | 0.97% |
| Rehmann Capital Advisory Group | 118,606 | $3,636,000 | 0.66% |
| Hefty Wealth Partners | 30,995 | $950,000 | 0.63% |