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 | $125,872 | -3.6% | 3,250 | 0.0% | 0.07% | -11.9% |
| Q2 2023 | $130,520 | +1.9% | 3,250 | 0.0% | 0.08% | +5.0% |
| Q1 2023 | $128,082 | +10.6% | 3,250 | 0.0% | 0.08% | +12.7% |
| Q4 2022 | $115,797 | -1.0% | 3,250 | 0.0% | 0.07% | -10.1% |
| Q3 2022 | $117,000 | -4.1% | 3,250 | 0.0% | 0.08% | -1.2% |
| Q2 2022 | $122,000 | 0.0% | 3,250 | +14.0% | 0.08% | +8.1% |
| Q1 2022 | $122,000 | -6.2% | 2,850 | 0.0% | 0.07% | -6.3% |
| Q4 2021 | $130,000 | +5.7% | 2,850 | 0.0% | 0.08% | -3.7% |
| Q3 2021 | $123,000 | -2.4% | 2,850 | 0.0% | 0.08% | -2.4% |
| Q2 2021 | $126,000 | +6.8% | 2,850 | 0.0% | 0.08% | +2.4% |
| Q1 2021 | $118,000 | +5.4% | 2,850 | 0.0% | 0.08% | -1.2% |
| Q4 2020 | $112,000 | +7.7% | 2,850 | 0.0% | 0.08% | -5.7% |
| Q3 2020 | $104,000 | +4.0% | 2,850 | 0.0% | 0.09% | +3.5% |
| Q2 2020 | $100,000 | +16.3% | 2,850 | 0.0% | 0.08% | +7.6% |
| Q1 2020 | $86,000 | – | 2,850 | – | 0.08% | – |
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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% |