WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 127 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |