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 2021 | $21,980,000 | +2.5% | 509,144 | +206031.2% | 1.02% | -1.6% |
| Q2 2021 | $21,452,000 | -99.8% | 247 | -99.9% | 1.03% | +8.1% |
| Q1 2021 | $11,047,837,000 | +92157.5% | 267,553 | -33.9% | 0.96% | -50.2% |
| Q1 2020 | $11,975,000 | -10.5% | 404,675 | +9.9% | 1.92% | -31.6% |
| Q4 2019 | $13,379,000 | +93.8% | 368,267 | +84.6% | 2.81% | +102.6% |
| Q3 2019 | $6,903,000 | -9.0% | 199,450 | -15.4% | 1.38% | -1.3% |
| Q1 2019 | $7,589,000 | +88.2% | 235,685 | +65.1% | 1.40% | +61.3% |
| Q4 2018 | $4,033,000 | – | 142,777 | – | 0.87% | – |
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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% |