WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 139 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $120,631 | +12.1% | 3,114 | +16.3% | 0.01% | +20.0% |
| Q2 2023 | $107,594 | +739.8% | 2,678 | +724.0% | 0.01% | +400.0% |
| Q1 2023 | $12,812 | +10.6% | 325 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11,580 | -3.5% | 325 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -20.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | +7.1% | 325 | 0.0% | 0.00% | – |
| Q3 2021 | $14,000 | -17.6% | 325 | -15.6% | 0.00% | -100.0% |
| Q2 2021 | $17,000 | +6.2% | 385 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | – | 385 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 641,627 | $27,699,000 | 12.76% |
| Choice Wealth Advisors, LLC | 245,788 | $10,611,000 | 8.60% |
| WESCAP Management Group, Inc. | 510,858 | $22,054,000 | 6.41% |
| Summit Asset Management, LLC | 360,491 | $15,562,000 | 4.88% |
| Cardinal Point Wealth Management LLC | 237,089 | $10,235,000 | 4.81% |
| Trinity Wealth Management, LLC | 145,094 | $6,264,000 | 4.74% |
| Sculati Wealth Management, LLC | 172,527 | $7,448,000 | 3.95% |
| SPC Financial, Inc. | 695,870 | $30,041,000 | 3.72% |
| DHJJ Financial Advisors, Ltd. | 62,147 | $2,689,000 | 1.39% |
| Corbenic Partners LLC | 129,645 | $5,597,000 | 1.36% |