WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 116 filers reported holding WISDOMTREE TR in Q1 2021. 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 ↓ |
---|---|---|---|
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% |