Brinker Capital Investments, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 33 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Brinker Capital Investments, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$233,000
-11.7%
6,108
-7.9%
0.00%
+33.3%
Q2 2021$264,000
+4.3%
6,631
-2.7%
0.00%
-25.0%
Q1 2021$253,000
-7.0%
6,814
-8.6%
0.00%0.0%
Q4 2020$272,000
-6.2%
7,455
-16.1%
0.00%
-20.0%
Q3 2020$290,0008,8860.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
INVENIO WEALTH PARTNERS LLC 162,098$5,190,3784.72%
Trilogy Capital Inc. 2,086,197$66,800,0404.52%
Hibernia Wealth Partners, LLC 142,176$4,552,4843.52%
SPC Financial, Inc. 935,634$29,958,9863.36%
One Capital Management, LLC 2,277,608$72,929,0083.24%
CGN Advisors LLC 643,753$20,612,9702.77%
Hennion & Walsh Asset Management, Inc. 1,281,078$41,020,1182.62%
Cornerstone Wealth Management, LLC 502,069$16,076,5411.52%
Security Financial Services, INC. 157,392$5,039,6921.42%
KLR INVESTMENT ADVISORS, LLC 39,622$1,341,9971.22%
View complete list of WISDOMTREE TR shareholders