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 | $302,482 | -7.2% | 7,808 | -3.8% | 0.00% | – |
| Q2 2023 | $325,899 | -2.1% | 8,113 | -3.9% | 0.00% | – |
| Q1 2023 | $332,902 | +51.7% | 8,445 | +37.1% | 0.00% | – |
| Q4 2022 | $219,410 | +11.4% | 6,158 | +12.2% | 0.00% | – |
| Q3 2022 | $197,000 | +80.7% | 5,488 | +88.2% | 0.00% | – |
| Q2 2022 | $109,000 | +29.8% | 2,916 | +49.8% | 0.00% | – |
| Q1 2022 | $84,000 | +950.0% | 1,946 | +951.9% | 0.00% | – |
| Q1 2021 | $8,000 | +14.3% | 185 | 0.0% | 0.00% | – |
| Q4 2020 | $7,000 | -87.5% | 185 | -90.8% | 0.00% | – |
| Q4 2018 | $56,000 | -12.5% | 2,000 | 0.0% | 0.00% | – |
| Q3 2018 | $64,000 | -70.0% | 2,000 | -70.1% | 0.00% | – |
| Q2 2018 | $213,000 | +2.9% | 6,700 | 0.0% | 0.00% | – |
| Q1 2018 | $207,000 | -13.0% | 6,700 | -10.7% | 0.00% | – |
| Q4 2017 | $238,000 | +19.6% | 7,500 | +15.4% | 0.00% | – |
| Q3 2017 | $199,000 | +29.2% | 6,500 | +25.0% | 0.00% | – |
| Q2 2017 | $154,000 | +600.0% | 5,200 | +517.6% | 0.00% | – |
| Q4 2016 | $22,000 | 0.0% | 842 | 0.0% | 0.00% | – |
| Q3 2016 | $22,000 | 0.0% | 842 | 0.0% | 0.00% | – |
| Q2 2016 | $22,000 | 0.0% | 842 | 0.0% | 0.00% | – |
| Q1 2016 | $22,000 | – | 842 | – | 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% |