WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 100 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $148,167 | -0.7% | 3,250 | 0.0% | 0.08% | -1.3% |
| Q1 2024 | $149,272 | +9.4% | 3,250 | 0.0% | 0.08% | +10.1% |
| Q4 2023 | $136,435 | +8.4% | 3,250 | 0.0% | 0.07% | -6.8% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 325,335 | $13,068,699 | 8.89% |
| Melone Private Wealth, LLC | 220,607 | $8,861,782 | 6.25% |
| WESCAP Management Group, Inc. | 401,769 | $16,139,065 | 5.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 250,928 | $10,079,778 | 5.49% |
| Trinity Wealth Management, LLC | 222,264 | $8,928,358 | 5.46% |
| WEALTH MANAGEMENT RESOURCES, INC. | 218,758 | $8,787,509 | 5.11% |
| Sculati Wealth Management, LLC | 232,604 | $9,343,703 | 4.70% |
| Aspire Wealth Management Corp | 133,510 | $5,363,086 | 4.06% |
| Laurel Wealth Planning LLC | 140,214 | $5,632 | 4.02% |
| Summit Asset Management, LLC | 369,118 | $14,827,453 | 3.91% |