WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 325,335 | $13,068,699 | 8.89% |
| Melone Private Wealth, LLC | 220,607 | $8,861,782 | 6.25% |
| WESCAP Management Group, Inc. | 401,769 | $16,139,065 | 5.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 250,928 | $10,079,778 | 5.49% |
| Trinity Wealth Management, LLC | 222,264 | $8,928,358 | 5.46% |
| WEALTH MANAGEMENT RESOURCES, INC. | 218,758 | $8,787,509 | 5.11% |
| Sculati Wealth Management, LLC | 232,604 | $9,343,703 | 4.70% |
| Aspire Wealth Management Corp | 133,510 | $5,363,086 | 4.06% |
| Laurel Wealth Planning LLC | 140,214 | $5,632 | 4.02% |
| Summit Asset Management, LLC | 369,118 | $14,827,453 | 3.91% |