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 | $4,282 | -23.5% | 110,527 | -20.6% | 0.02% | -27.3% |
| Q2 2023 | $5,595 | -12.7% | 139,276 | -14.3% | 0.02% | -24.1% |
| Q1 2023 | $6,410 | -13.5% | 162,595 | -21.8% | 0.03% | -21.6% |
| Q4 2022 | $7,411 | -99.9% | 208,012 | -18.5% | 0.04% | -31.5% |
| Q3 2022 | $9,164,000 | +227.9% | 255,340 | +241.9% | 0.05% | +217.6% |
| Q2 2022 | $2,795,000 | -18.3% | 74,689 | -6.3% | 0.02% | -15.0% |
| Q1 2022 | $3,423,000 | -2.8% | 79,709 | +3.5% | 0.02% | -9.1% |
| Q4 2021 | $3,522,000 | +8.4% | 76,981 | +2.3% | 0.02% | -4.3% |
| Q3 2021 | $3,249,000 | -4.6% | 75,261 | -2.5% | 0.02% | -11.5% |
| Q2 2021 | $3,407,000 | +15.5% | 77,220 | +8.0% | 0.03% | -3.7% |
| Q1 2021 | $2,951,000 | +7.1% | 71,478 | +2.0% | 0.03% | -20.6% |
| Q4 2020 | $2,755,000 | +75.5% | 70,057 | +63.2% | 0.03% | +41.7% |
| Q3 2020 | $1,570,000 | +540.8% | 42,933 | +429.8% | 0.02% | +380.0% |
| Q1 2020 | $245,000 | -16.7% | 8,104 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $294,000 | – | 8,104 | – | 0.01% | – |
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% |