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 | $18,136,195 | +1.9% | 468,150 | +5.6% | 0.02% | +4.2% |
| Q2 2023 | $17,805,371 | +4.1% | 443,239 | +2.2% | 0.02% | -4.0% |
| Q1 2023 | $17,104,678 | +1227.2% | 433,908 | +1099.6% | 0.02% | +1150.0% |
| Q4 2022 | $1,288,740 | +96.8% | 36,170 | +98.1% | 0.00% | +100.0% |
| Q3 2022 | $655,000 | -6.6% | 18,261 | -2.5% | 0.00% | 0.0% |
| Q2 2022 | $701,000 | -16.7% | 18,727 | -4.5% | 0.00% | 0.0% |
| Q1 2022 | $842,000 | -20.0% | 19,614 | -14.8% | 0.00% | 0.0% |
| Q4 2021 | $1,053,000 | -0.1% | 23,015 | -5.7% | 0.00% | -50.0% |
| Q3 2021 | $1,054,000 | +6.0% | 24,417 | +8.3% | 0.00% | +100.0% |
| Q2 2021 | $994,000 | +107.9% | 22,538 | +94.7% | 0.00% | 0.0% |
| Q1 2021 | $478,000 | -66.7% | 11,577 | -68.3% | 0.00% | -66.7% |
| Q4 2020 | $1,434,000 | +12.1% | 36,479 | +4.3% | 0.00% | 0.0% |
| Q3 2020 | $1,279,000 | +22.5% | 34,981 | +17.6% | 0.00% | +50.0% |
| Q2 2020 | $1,044,000 | +72.8% | 29,758 | +48.5% | 0.00% | 0.0% |
| Q1 2020 | $604,000 | +20.6% | 20,037 | +31.6% | 0.00% | +100.0% |
| Q2 2019 | $501,000 | +22.8% | 15,227 | +19.9% | 0.00% | 0.0% |
| Q1 2019 | $408,000 | -80.0% | 12,700 | -82.7% | 0.00% | -85.7% |
| Q4 2018 | $2,037,000 | -60.1% | 73,273 | -53.9% | 0.01% | -53.3% |
| Q3 2018 | $5,105,000 | -20.5% | 159,084 | -21.2% | 0.02% | -25.0% |
| Q2 2018 | $6,422,000 | -17.9% | 201,975 | -20.3% | 0.02% | -20.0% |
| Q1 2018 | $7,823,000 | +1289.5% | 253,355 | +1323.9% | 0.02% | +1150.0% |
| Q4 2017 | $563,000 | +24.0% | 17,793 | +20.5% | 0.00% | 0.0% |
| Q3 2017 | $454,000 | +0.9% | 14,767 | -2.5% | 0.00% | 0.0% |
| Q2 2017 | $450,000 | +7.9% | 15,147 | +2.1% | 0.00% | 0.0% |
| Q1 2017 | $417,000 | +27.5% | 14,834 | +20.6% | 0.00% | +100.0% |
| Q4 2016 | $327,000 | +40.3% | 12,300 | +39.9% | 0.00% | 0.0% |
| Q3 2016 | $233,000 | – | 8,794 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 629,378 | $27,768,000 | 12.95% |
| Choice Wealth Advisors, LLC | 242,140 | $10,683,000 | 7.68% |
| WESCAP Management Group, Inc. | 498,833 | $22,008,000 | 6.39% |
| Summit Asset Management, LLC | 352,773 | $15,564,000 | 4.89% |
| Trinity Wealth Management, LLC | 140,204 | $6,186,000 | 4.84% |
| Cardinal Point Wealth Management LLC | 232,380 | $10,253,000 | 4.63% |
| Sculati Wealth Management, LLC | 170,673 | $7,530,000 | 3.99% |
| SPC Financial, Inc. | 665,452 | $29,360,000 | 3.56% |
| Castleview Partners, LLC | 128,709 | $5,679,000 | 2.49% |
| Corbenic Partners LLC | 127,621 | $5,631,000 | 1.48% |