WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 74 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |