WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 123 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,410,439 | +9.0% | 346,165 | +13.0% | 0.00% | +33.3% |
| Q2 2023 | $12,304,802 | +97.9% | 306,318 | +94.2% | 0.00% | +50.0% |
| Q1 2023 | $6,218,487 | +77.8% | 157,749 | +60.7% | 0.00% | +100.0% |
| Q4 2022 | $3,498,046 | -85.7% | 98,177 | -85.6% | 0.00% | -87.5% |
| Q3 2022 | $24,385,000 | +6.2% | 679,439 | +10.7% | 0.01% | +14.3% |
| Q2 2022 | $22,968,000 | +3.7% | 613,798 | +19.0% | 0.01% | +16.7% |
| Q1 2022 | $22,155,000 | +177.0% | 515,950 | +195.1% | 0.01% | +200.0% |
| Q4 2021 | $7,998,000 | +33.2% | 174,827 | +25.7% | 0.00% | +100.0% |
| Q3 2021 | $6,006,000 | +16.0% | 139,116 | +18.5% | 0.00% | 0.0% |
| Q2 2021 | $5,179,000 | +260.7% | 117,384 | +237.4% | 0.00% | – |
| Q1 2021 | $1,436,000 | +76.4% | 34,786 | +67.9% | 0.00% | – |
| Q4 2020 | $814,000 | +620.4% | 20,717 | +568.3% | 0.00% | – |
| Q3 2020 | $113,000 | +7.6% | 3,100 | +3.3% | 0.00% | – |
| Q2 2020 | $105,000 | +7.1% | 3,000 | -7.1% | 0.00% | – |
| Q1 2020 | $98,000 | -16.2% | 3,230 | +0.0% | 0.00% | – |
| Q4 2019 | $117,000 | +67.1% | 3,229 | +54.1% | 0.00% | – |
| Q3 2019 | $70,000 | -53.3% | 2,095 | -54.3% | 0.00% | – |
| Q2 2019 | $150,000 | +206.1% | 4,586 | +198.2% | 0.00% | – |
| Q1 2019 | $49,000 | -29.0% | 1,538 | -37.9% | 0.00% | – |
| Q4 2018 | $69,000 | +3.0% | 2,477 | +17.3% | 0.00% | – |
| Q3 2018 | $67,000 | 0.0% | 2,111 | 0.0% | 0.00% | – |
| Q2 2018 | $67,000 | -11.8% | 2,111 | -14.2% | 0.00% | – |
| Q1 2018 | $76,000 | +4.1% | 2,459 | +7.6% | 0.00% | – |
| Q4 2017 | $73,000 | -28.4% | 2,285 | -30.9% | 0.00% | – |
| Q3 2017 | $102,000 | -5.6% | 3,305 | -9.9% | 0.00% | – |
| Q2 2017 | $108,000 | -1.8% | 3,669 | -5.5% | 0.00% | – |
| Q1 2017 | $110,000 | +64.2% | 3,883 | +53.1% | 0.00% | – |
| Q4 2016 | $67,000 | +6.3% | 2,536 | +5.4% | 0.00% | – |
| Q3 2016 | $63,000 | +8.6% | 2,405 | +6.7% | 0.00% | – |
| Q2 2016 | $58,000 | -65.1% | 2,255 | -65.1% | 0.00% | – |
| Q1 2016 | $166,000 | -71.3% | 6,466 | -70.4% | 0.00% | – |
| Q4 2015 | $579,000 | – | 21,878 | – | 0.00% | – |
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% |