WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 74 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,009 | -96.8% | 175 | -96.8% | 0.00% | – |
| Q2 2023 | $220,268 | -94.4% | 5,416 | -95.0% | 0.00% | -100.0% |
| Q4 2022 | $3,910,909 | +2147.6% | 108,066 | +2245.7% | 0.00% | – |
| Q3 2022 | $174,000 | +461.3% | 4,607 | +514.3% | 0.00% | – |
| Q4 2020 | $31,000 | +10.7% | 750 | 0.0% | 0.00% | – |
| Q3 2020 | $28,000 | -45.1% | 750 | -48.0% | 0.00% | – |
| Q2 2020 | $51,000 | +131.8% | 1,443 | +92.4% | 0.00% | – |
| Q1 2020 | $22,000 | -59.3% | 750 | -50.0% | 0.00% | – |
| Q4 2019 | $54,000 | +8.0% | 1,500 | 0.0% | 0.00% | – |
| Q3 2019 | $50,000 | +2.0% | 1,500 | 0.0% | 0.00% | – |
| Q2 2019 | $49,000 | +2.1% | 1,500 | 0.0% | 0.00% | – |
| Q1 2019 | $48,000 | -61.6% | 1,500 | -66.7% | 0.00% | – |
| Q4 2018 | $125,000 | -13.2% | 4,500 | 0.0% | 0.00% | – |
| Q3 2018 | $144,000 | -63.8% | 4,500 | -64.1% | 0.00% | – |
| Q2 2018 | $398,000 | +186.3% | 12,532 | +178.5% | 0.00% | – |
| Q1 2018 | $139,000 | -8.6% | 4,500 | -6.1% | 0.00% | – |
| Q4 2017 | $152,000 | -29.6% | 4,792 | -32.1% | 0.00% | – |
| Q3 2017 | $216,000 | – | 7,053 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 641,627 | $27,699,000 | 12.76% |
| Choice Wealth Advisors, LLC | 245,788 | $10,611,000 | 8.60% |
| WESCAP Management Group, Inc. | 510,858 | $22,054,000 | 6.41% |
| Summit Asset Management, LLC | 360,491 | $15,562,000 | 4.88% |
| Cardinal Point Wealth Management LLC | 237,089 | $10,235,000 | 4.81% |
| Trinity Wealth Management, LLC | 145,094 | $6,264,000 | 4.74% |
| Sculati Wealth Management, LLC | 172,527 | $7,448,000 | 3.95% |
| SPC Financial, Inc. | 695,870 | $30,041,000 | 3.72% |
| DHJJ Financial Advisors, Ltd. | 62,147 | $2,689,000 | 1.39% |
| Corbenic Partners LLC | 129,645 | $5,597,000 | 1.36% |