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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $373,000 | +6.0% | 8,149 | 0.0% | 0.00% | – |
| Q3 2021 | $352,000 | -2.2% | 8,149 | 0.0% | 0.00% | – |
| Q2 2021 | $360,000 | +91.5% | 8,149 | +78.7% | 0.00% | – |
| Q1 2021 | $188,000 | +193.8% | 4,560 | +181.5% | 0.00% | – |
| Q4 2020 | $64,000 | +8.5% | 1,620 | 0.0% | 0.00% | – |
| Q3 2020 | $59,000 | -98.5% | 1,620 | -99.0% | 0.00% | -100.0% |
| Q4 2014 | $3,896,000 | +1398.5% | 159,959 | +1430.9% | 0.00% | – |
| Q3 2014 | $260,000 | – | 10,449 | – | 0.00% | – |
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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% |