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 | $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 ↓ |
|---|---|---|---|
| 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% |