WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 110 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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% |