CAPTRUST FINANCIAL ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 73 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
CAPTRUST FINANCIAL ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$1,000
-98.5%
31
-98.5%
0.00%
-100.0%
Q3 2019$68,000
+3.0%
2,0290.0%0.00%0.0%
Q2 2019$66,000
+1.5%
2,0290.0%0.00%
-33.3%
Q1 2019$65,0002,0290.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
NameSharesValueWeighting ↓
Lake Point Wealth Management 641,627$27,699,00012.76%
Choice Wealth Advisors, LLC 245,788$10,611,0008.60%
WESCAP Management Group, Inc. 510,858$22,054,0006.41%
Summit Asset Management, LLC 360,491$15,562,0004.88%
Cardinal Point Wealth Management LLC 237,089$10,235,0004.81%
Trinity Wealth Management, LLC 145,094$6,264,0004.74%
Sculati Wealth Management, LLC 172,527$7,448,0003.95%
SPC Financial, Inc. 695,870$30,041,0003.72%
DHJJ Financial Advisors, Ltd. 62,147$2,689,0001.39%
Corbenic Partners LLC 129,645$5,597,0001.36%
View complete list of WISDOMTREE TR shareholders