Brinker Capital Investments, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 60 filers reported holding WISDOMTREE TR in Q4 2021. 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 Q4 2021
NameSharesValueWeighting ↓
INVENIO WEALTH PARTNERS LLC 239,478$9,114,5334.91%
CGN Advisors LLC 740,826$28,195,8313.58%
SPC Financial, Inc. 961,455$36,592,9833.44%
One Capital Management, LLC 2,404,591$91,518,7333.32%
Hennion & Walsh Asset Management, Inc. 1,265,044$48,147,5722.57%
Trilogy Capital Inc. 1,067,762$40,639,0372.34%
FFG RETIREMENT ADVISORS LLC 82,420$3,136,9052.21%
Revolve Wealth Partners, LLC 318,721$12,130,5152.07%
FSA Advisors, Inc. 29,664$1,129,0121.21%
Security Financial Services, INC. 115,908$4,411,4581.00%
View complete list of WISDOMTREE TR shareholders