M&R CAPITAL MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 152 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
M&R CAPITAL MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$35,630
+1.8%
1,0000.0%0.01%0.0%
Q3 2022$35,000
-5.4%
1,0000.0%0.01%0.0%
Q2 2022$37,000
-11.9%
1,0000.0%0.01%
+11.1%
Q1 2022$42,000
-6.7%
1,0000.0%0.01%0.0%
Q4 2021$45,000
+4.7%
1,0000.0%0.01%
-10.0%
Q3 2021$43,000
-2.3%
1,0000.0%0.01%0.0%
Q2 2021$44,000
+7.3%
1,0000.0%0.01%0.0%
Q1 2021$41,000
+5.1%
1,0000.0%0.01%
+11.1%
Q4 2020$39,000
+8.3%
1,0000.0%0.01%0.0%
Q3 2020$36,000
+2.9%
1,0000.0%0.01%0.0%
Q2 2020$35,000
+16.7%
1,0000.0%0.01%0.0%
Q1 2020$30,000
-16.7%
1,0000.0%0.01%
+12.5%
Q4 2019$36,000
+9.1%
1,0000.0%0.01%0.0%
Q3 2019$33,000
+3.1%
1,0000.0%0.01%
+14.3%
Q2 2019$32,000
-3.0%
1,0000.0%0.01%
-12.5%
Q1 2019$33,000
+22.2%
1,0000.0%0.01%
+14.3%
Q4 2018$27,000
-15.6%
1,0000.0%0.01%0.0%
Q3 2018$32,000
-15.8%
1,000
-16.7%
0.01%
-22.2%
Q2 2018$38,000
+2.7%
1,2000.0%0.01%0.0%
Q1 2018$37,000
-2.6%
1,2000.0%0.01%0.0%
Q4 2017$38,000
+5.6%
1,2000.0%0.01%0.0%
Q3 2017$36,000
+2.9%
1,2000.0%0.01%0.0%
Q2 2017$35,0001,2000.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Lake Point Wealth Management 629,378$27,768,00012.95%
Choice Wealth Advisors, LLC 242,140$10,683,0007.68%
WESCAP Management Group, Inc. 498,833$22,008,0006.39%
Summit Asset Management, LLC 352,773$15,564,0004.89%
Trinity Wealth Management, LLC 140,204$6,186,0004.84%
Cardinal Point Wealth Management LLC 232,380$10,253,0004.63%
Sculati Wealth Management, LLC 170,673$7,530,0003.99%
SPC Financial, Inc. 665,452$29,360,0003.56%
Castleview Partners, LLC 128,709$5,679,0002.49%
Corbenic Partners LLC 127,621$5,631,0001.48%
View complete list of WISDOMTREE TR shareholders