Cambridge Investment Research Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$18,266
+0.1%
471,495
+3.8%
0.08%
+2.4%
Q2 2023$18,250
+10.6%
454,330
+8.5%
0.08%
+2.5%
Q1 2023$16,500
-20.2%
418,561
-27.8%
0.08%
-24.3%
Q4 2022$20,666
-99.9%
580,029
-2.0%
0.11%
-10.8%
Q3 2022$21,244,000
-6.3%
591,914
-2.3%
0.12%
-1.6%
Q2 2022$22,666,000
-12.3%
605,718
+0.6%
0.12%
+2.5%
Q1 2022$25,849,000
-3.9%
601,989
+2.4%
0.12%
-0.8%
Q4 2021$26,891,000
+4.2%
587,785
-1.7%
0.12%
-5.5%
Q3 2021$25,808,000
-0.5%
597,822
+1.6%
0.13%
+2.4%
Q2 2021$25,950,000
+10.1%
588,162
+3.1%
0.12%
-3.1%
Q1 2021$23,568,000
+4.3%
570,752
-0.6%
0.13%
-3.0%
Q4 2020$22,586,000
+13.4%
574,404
+5.5%
0.13%
-1.5%
Q3 2020$19,915,000
+1.3%
544,562
-2.8%
0.13%
-9.5%
Q2 2020$19,662,000
+242.2%
560,494
+195.4%
0.15%
+169.1%
Q1 2020$5,745,000
-22.0%
189,761
-6.4%
0.06%
-3.5%
Q4 2019$7,368,000
+15.1%
202,820
+6.5%
0.06%
+1.8%
Q3 2019$6,401,000
+3.9%
190,384
+1.1%
0.06%
-1.8%
Q2 2019$6,162,000
+6.4%
188,317
+4.7%
0.06%
+3.6%
Q1 2019$5,793,000
+29.3%
179,903
+11.7%
0.06%
+10.0%
Q4 2018$4,479,000
+40.4%
161,013
+62.0%
0.05%
+66.7%
Q3 2018$3,190,000
+115.2%
99,394
+113.2%
0.03%
+87.5%
Q2 2018$1,482,00046,6250.02%
Other shareholders
WISDOMTREE TR shareholders Q2 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