WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $158,518,593 | -1.4% | 4,091,857 | +2.3% | 0.02% | 0.0% |
| Q2 2023 | $160,722,981 | +12.2% | 4,001,069 | +10.1% | 0.02% | +6.7% |
| Q1 2023 | $143,305,946 | +19.5% | 3,635,360 | +8.0% | 0.02% | +7.1% |
| Q4 2022 | $119,956,581 | +0.7% | 3,366,729 | +1.4% | 0.01% | -12.5% |
| Q3 2022 | $119,168,000 | +4.1% | 3,320,371 | +8.5% | 0.02% | +6.7% |
| Q2 2022 | $114,499,000 | -11.1% | 3,059,835 | +2.0% | 0.02% | -11.8% |
| Q1 2022 | $128,794,000 | -3.2% | 2,999,394 | +3.2% | 0.02% | +6.2% |
| Q4 2021 | $132,984,000 | +12.2% | 2,906,756 | +5.9% | 0.02% | 0.0% |
| Q3 2021 | $118,481,000 | +7.0% | 2,744,533 | +9.4% | 0.02% | +6.7% |
| Q2 2021 | $110,702,000 | +14.0% | 2,509,103 | +6.7% | 0.02% | +7.1% |
| Q1 2021 | $97,094,000 | +4.7% | 2,351,382 | -0.3% | 0.01% | 0.0% |
| Q4 2020 | $92,717,000 | +4.8% | 2,358,003 | -2.6% | 0.01% | -17.6% |
| Q3 2020 | $88,511,000 | +2.5% | 2,420,314 | -1.6% | 0.02% | -10.5% |
| Q2 2020 | $86,328,000 | +35.6% | 2,460,903 | +17.0% | 0.02% | +11.8% |
| Q1 2020 | $63,662,000 | +40.9% | 2,102,861 | +69.1% | 0.02% | +54.5% |
| Q4 2019 | $45,167,000 | +20.5% | 1,243,240 | +11.5% | 0.01% | +10.0% |
| Q3 2019 | $37,492,000 | +23.5% | 1,115,164 | +20.2% | 0.01% | +25.0% |
| Q2 2019 | $30,366,000 | +6.7% | 928,048 | +5.0% | 0.01% | 0.0% |
| Q1 2019 | $28,452,000 | -2.1% | 883,605 | -15.4% | 0.01% | -11.1% |
| Q4 2018 | $29,063,000 | -7.4% | 1,044,676 | +6.8% | 0.01% | +12.5% |
| Q3 2018 | $31,393,000 | +4.0% | 978,295 | +3.0% | 0.01% | 0.0% |
| Q2 2018 | $30,193,000 | +8.1% | 949,770 | +4.9% | 0.01% | 0.0% |
| Q1 2018 | $27,942,000 | -1.2% | 905,153 | +1.4% | 0.01% | 0.0% |
| Q4 2017 | $28,281,000 | +5.8% | 892,575 | +2.4% | 0.01% | 0.0% |
| Q3 2017 | $26,736,000 | -7.5% | 872,021 | -10.7% | 0.01% | -11.1% |
| Q2 2017 | $28,901,000 | -45.8% | 976,389 | -47.9% | 0.01% | +12.5% |
| Q1 2017 | $53,326,000 | +6.8% | 1,875,760 | -1.0% | 0.01% | 0.0% |
| Q4 2016 | $49,914,000 | +78.5% | 1,894,258 | +78.6% | 0.01% | -20.0% |
| Q3 2016 | $27,962,000 | -3.9% | 1,060,410 | -6.5% | 0.01% | -9.1% |
| Q2 2016 | $29,104,000 | -13.2% | 1,134,681 | -13.3% | 0.01% | -15.4% |
| Q1 2016 | $33,549,000 | -14.7% | 1,308,470 | -12.0% | 0.01% | -7.1% |
| Q4 2015 | $39,314,000 | +14.6% | 1,487,478 | +7.9% | 0.01% | +7.7% |
| Q3 2015 | $34,311,000 | +18.2% | 1,378,518 | +24.1% | 0.01% | +30.0% |
| Q2 2015 | $29,024,000 | +37.2% | 1,110,752 | +41.9% | 0.01% | +25.0% |
| Q1 2015 | $21,161,000 | +1733.7% | 783,016 | +1553.6% | 0.01% | – |
| Q4 2014 | $1,154,000 | – | 47,353 | – | 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% |