WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 25 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,655,407 | -0.6% | 584,713 | +3.3% | 0.01% | 0.0% |
| Q2 2023 | $22,794,378 | -3.7% | 566,020 | -5.9% | 0.01% | -12.5% |
| Q1 2023 | $23,681,052 | +4.5% | 601,277 | -4.9% | 0.01% | 0.0% |
| Q4 2022 | $22,668,000 | -11.8% | 632,478 | -11.7% | 0.01% | -20.0% |
| Q3 2022 | $25,694,000 | +8.5% | 715,889 | +13.0% | 0.01% | +25.0% |
| Q2 2022 | $23,676,000 | +38.1% | 633,415 | +58.6% | 0.01% | +60.0% |
| Q1 2022 | $17,149,000 | -0.4% | 399,492 | +6.2% | 0.01% | 0.0% |
| Q4 2021 | $17,211,000 | +84.2% | 376,186 | +73.8% | 0.01% | +66.7% |
| Q3 2021 | $9,345,000 | +3.1% | 216,473 | +5.4% | 0.00% | 0.0% |
| Q2 2021 | $9,061,000 | +4.1% | 205,371 | -2.6% | 0.00% | 0.0% |
| Q1 2021 | $8,707,000 | +29.0% | 210,834 | +22.8% | 0.00% | +50.0% |
| Q4 2020 | $6,749,000 | +81.6% | 171,658 | +68.9% | 0.00% | 0.0% |
| Q3 2020 | $3,717,000 | +1208.8% | 101,650 | +1035.9% | 0.00% | – |
| Q2 2018 | $284,000 | +0.7% | 8,949 | -1.9% | 0.00% | – |
| Q1 2018 | $282,000 | -12.1% | 9,121 | -10.1% | 0.00% | – |
| Q4 2017 | $321,000 | +45.2% | 10,146 | +40.9% | 0.00% | – |
| Q3 2017 | $221,000 | -92.7% | 7,203 | -93.7% | 0.00% | -100.0% |
| Q4 2015 | $3,029,000 | +43.3% | 114,610 | +34.0% | 0.00% | +100.0% |
| Q3 2015 | $2,114,000 | +30.5% | 85,521 | +38.0% | 0.00% | 0.0% |
| Q2 2015 | $1,620,000 | +24.3% | 61,980 | +28.5% | 0.00% | 0.0% |
| Q1 2015 | $1,303,000 | +39.7% | 48,229 | +19.4% | 0.00% | 0.0% |
| Q4 2014 | $933,000 | – | 40,377 | – | 0.00% | – |
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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% |