PRIVATE TRUST CO NA - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 153 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$49,548
-4.7%
1,279
-1.2%
0.01%0.0%
Q2 2023$51,980
+350.0%
1,294
+341.6%
0.01%
+250.0%
Q1 2023$11,550
+230900.0%
293
+90.3%
0.00%
+100.0%
Q4 2022$51540.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Choice Wealth Advisors, LLC 323,323$12,525,5448.85%
Prism Advisors, Inc. 487,318$18,878,6996.61%
Melone Private Wealth, LLC 235,465$9,121,9276.52%
WESCAP Management Group, Inc. 404,207$15,658,9775.58%
Trinity Wealth Management, LLC 226,736$8,783,7665.45%
CAPITAL WEALTH MANAGEMENT, LLC 254,360$9,853,9065.40%
Laurel Wealth Planning LLC 167,463$6,4885.05%
Sculati Wealth Management, LLC 236,524$9,162,9404.68%
Castleview Partners, LLC 130,634$5,060,7554.68%
WEALTH MANAGEMENT RESOURCES, INC. 231,668$8,974,8504.34%
View complete list of WISDOMTREE TR shareholders