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 | $260 | -9.4% | 6,712 | -5.9% | 0.04% | -6.2% |
| Q2 2023 | $287 | -3.4% | 7,132 | -3.0% | 0.05% | -7.7% |
| Q1 2023 | $297 | -20.8% | 7,354 | -26.1% | 0.05% | -22.4% |
| Q4 2022 | $375 | -99.9% | 9,946 | -40.0% | 0.07% | -47.7% |
| Q3 2022 | $615,000 | +4.9% | 16,590 | +8.2% | 0.13% | +3.2% |
| Q2 2022 | $586,000 | -4.4% | 15,328 | +7.3% | 0.12% | +6.0% |
| Q1 2022 | $613,000 | -27.1% | 14,285 | -22.3% | 0.12% | -24.5% |
| Q4 2021 | $841,000 | +2.6% | 18,375 | -3.2% | 0.16% | +4.7% |
| Q3 2021 | $820,000 | -6.6% | 18,989 | -4.5% | 0.15% | -7.5% |
| Q2 2021 | $878,000 | +5.8% | 19,893 | -1.1% | 0.16% | -1.2% |
| Q1 2021 | $830,000 | +3.2% | 20,110 | -1.7% | 0.16% | -4.1% |
| Q4 2020 | $804,000 | +1.3% | 20,458 | -5.8% | 0.17% | -7.1% |
| Q3 2020 | $794,000 | -1.7% | 21,719 | -5.7% | 0.18% | -2.2% |
| Q2 2020 | $808,000 | +5.1% | 23,032 | -9.3% | 0.19% | -12.7% |
| Q1 2020 | $769,000 | -64.7% | 25,387 | -57.6% | 0.21% | -60.8% |
| Q4 2019 | $2,177,000 | +6.2% | 59,915 | -1.8% | 0.54% | -3.2% |
| Q3 2019 | $2,050,000 | -2.1% | 60,984 | -4.7% | 0.56% | -2.4% |
| Q2 2019 | $2,095,000 | -4.6% | 64,021 | -6.2% | 0.58% | -8.4% |
| Q1 2019 | $2,197,000 | +10.9% | 68,219 | -4.2% | 0.63% | -2.2% |
| Q4 2018 | $1,981,000 | -17.3% | 71,200 | -4.6% | 0.64% | -22.5% |
| Q3 2018 | $2,395,000 | -2.7% | 74,639 | -3.6% | 0.83% | -11.7% |
| Q2 2018 | $2,462,000 | -5.2% | 77,452 | -7.9% | 0.94% | -2.7% |
| Q1 2018 | $2,597,000 | -15.0% | 84,129 | -12.7% | 0.97% | -9.0% |
| Q4 2017 | $3,054,000 | +7.3% | 96,379 | +3.9% | 1.06% | +9.3% |
| Q3 2017 | $2,845,000 | +1.7% | 92,792 | -1.8% | 0.97% | -3.3% |
| Q2 2017 | $2,797,000 | +1.9% | 94,494 | -2.1% | 1.00% | -3.8% |
| Q1 2017 | $2,745,000 | -11.5% | 96,570 | -17.9% | 1.04% | -26.7% |
| Q4 2016 | $3,101,000 | -20.4% | 117,667 | -20.4% | 1.42% | -29.2% |
| Q3 2016 | $3,897,000 | -8.5% | 147,775 | -11.1% | 2.01% | -9.1% |
| Q2 2016 | $4,261,000 | +4.8% | 166,137 | +4.8% | 2.22% | +1.7% |
| Q1 2016 | $4,064,000 | 0.0% | 158,513 | +3.1% | 2.18% | -9.0% |
| Q4 2015 | $4,064,000 | +105.9% | 153,753 | +93.9% | 2.39% | +100.3% |
| Q3 2015 | $1,974,000 | +2.4% | 79,293 | +7.5% | 1.20% | +9.7% |
| Q2 2015 | $1,928,000 | +2505.4% | 73,785 | +2592.9% | 1.09% | +2375.0% |
| Q1 2015 | $74,000 | – | 2,740 | – | 0.04% | – |
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% |