UNITED CAPITAL FINANCIAL ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 74 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$6,530,452
-3.3%
143,243
-2.6%
0.06%0.0%
Q1 2024$6,755,977
+9.3%
147,061
-0.1%
0.06%
+9.8%
Q4 2023$6,183,484
+8.0%
147,261
-0.4%
0.05%
+34.2%
Q3 2023$5,724,958
-7.6%
147,779
-4.2%
0.04%
+11.8%
Q2 2023$6,194,010
-25.2%
154,195
-26.6%
0.03%
-26.1%
Q1 2023$8,282,601
+1.8%
210,112
-8.0%
0.05%0.0%
Q4 2022$8,136,447
-9.6%
228,359
-9.0%
0.05%
-13.2%
Q3 2022$9,004,000
-21.7%
250,885
-18.4%
0.05%
-15.9%
Q2 2022$11,500,000
-14.7%
307,318
-2.1%
0.06%
-3.1%
Q1 2022$13,478,000
-4.9%
313,887
+1.3%
0.06%0.0%
Q4 2021$14,170,000
+8.8%
309,733
+2.6%
0.06%0.0%
Q3 2021$13,029,000
-6.5%
301,804
-4.4%
0.06%
-7.1%
Q2 2021$13,929,000
+3.8%
315,708
-2.9%
0.07%
-5.4%
Q1 2021$13,419,000
+2.1%
324,972
-2.8%
0.07%
-6.3%
Q4 2020$13,145,000
+8.7%
334,318
+1.1%
0.08%0.0%
Q3 2020$12,095,000
+9.3%
330,722
+4.8%
0.08%
-1.2%
Q2 2020$11,065,000
+15.5%
315,435
-0.3%
0.08%
+1.3%
Q1 2020$9,580,000
+53.2%
316,443
+83.9%
0.08%
+97.5%
Q4 2019$6,252,000
+46.1%
172,077
+35.2%
0.04%
+33.3%
Q3 2019$4,278,000
+20.3%
127,256
+17.1%
0.03%
+30.4%
Q2 2019$3,555,000
+1.0%
108,640
-0.6%
0.02%
-8.0%
Q1 2019$3,521,000
-6.3%
109,340
-19.1%
0.02%
-16.7%
Q4 2018$3,758,000135,0910.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
NameSharesValueWeighting ↓
Choice Wealth Advisors, LLC 325,335$13,068,6998.89%
Melone Private Wealth, LLC 220,607$8,861,7826.25%
WESCAP Management Group, Inc. 401,769$16,139,0655.64%
CAPITAL WEALTH MANAGEMENT, LLC 250,928$10,079,7785.49%
Trinity Wealth Management, LLC 222,264$8,928,3585.46%
WEALTH MANAGEMENT RESOURCES, INC. 218,758$8,787,5095.11%
Sculati Wealth Management, LLC 232,604$9,343,7034.70%
Aspire Wealth Management Corp 133,510$5,363,0864.06%
Laurel Wealth Planning LLC 140,214$5,6324.02%
Summit Asset Management, LLC 369,118$14,827,4533.91%
View complete list of WISDOMTREE TR shareholders