WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 197 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $597,836 | +7.8% | 15,432 | +11.7% | 0.22% | +4.3% |
Q2 2023 | $554,828 | +21.3% | 13,812 | +19.1% | 0.21% | +10.0% |
Q1 2023 | $457,312 | +72.9% | 11,601 | +56.3% | 0.19% | +53.2% |
Q4 2022 | $264,481 | +15.0% | 7,423 | +15.6% | 0.12% | +9.7% |
Q3 2022 | $230,000 | +1.8% | 6,422 | +6.4% | 0.11% | +6.6% |
Q2 2022 | $226,000 | – | 6,034 | – | 0.11% | – |
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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% |