WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 197 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,789 | -97.5% | 72 | -97.7% | 0.00% | – |
| Q4 2019 | $113,000 | -40.2% | 3,111 | -44.6% | 0.00% | – |
| Q3 2019 | $189,000 | -11.3% | 5,611 | -13.8% | 0.00% | – |
| Q2 2019 | $213,000 | +1.4% | 6,511 | 0.0% | 0.00% | – |
| Q1 2019 | $210,000 | -95.5% | 6,511 | -96.3% | 0.00% | -100.0% |
| Q3 2016 | $4,668,000 | +0.6% | 177,000 | -2.2% | 0.01% | 0.0% |
| Q2 2016 | $4,642,000 | +0.0% | 181,000 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $4,640,000 | -3.0% | 181,000 | 0.0% | 0.01% | -16.7% |
| Q4 2015 | $4,784,000 | +6.2% | 181,000 | 0.0% | 0.01% | +20.0% |
| Q3 2015 | $4,506,000 | -4.7% | 181,000 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $4,730,000 | +13.6% | 181,000 | +17.5% | 0.01% | 0.0% |
| Q1 2015 | $4,162,000 | – | 154,000 | – | 0.01% | – |
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% |