Aspen Investment Management Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 139 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Aspen Investment Management Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$253
-3.8%
6,5500.0%0.15%
-1.9%
Q2 2023$263
+1.9%
6,5500.0%0.16%
-5.5%
Q1 2023$258
+10.7%
6,5500.0%0.16%
+8.6%
Q4 2022$233
-99.9%
6,5500.0%0.15%
-3.2%
Q3 2022$235,000
-4.1%
6,5500.0%0.16%
+2.6%
Q2 2022$245,000
-14.9%
6,550
-2.2%
0.15%
+1.3%
Q1 2022$288,000
-8.0%
6,700
-2.2%
0.15%
-1.9%
Q4 2021$313,000
+5.7%
6,8500.0%0.15%
-1.9%
Q3 2021$296,000
-2.0%
6,8500.0%0.16%
-0.6%
Q2 2021$302,000
+6.7%
6,8500.0%0.16%0.0%
Q1 2021$283,000
+4.4%
6,850
-0.7%
0.16%
-1.2%
Q4 2020$271,000
+7.5%
6,9000.0%0.16%
-4.8%
Q3 2020$252,000
+4.1%
6,9000.0%0.17%
-2.9%
Q2 2020$242,000
+15.8%
6,9000.0%0.17%
-4.4%
Q1 2020$209,000
-22.3%
6,900
-6.8%
0.18%
+7.7%
Q4 2019$269,000
+8.0%
7,4000.0%0.17%
+1.2%
Q3 2019$249,000
-1.2%
7,400
-3.9%
0.17%0.0%
Q2 2019$252,000
+1.6%
7,7000.0%0.17%
-4.0%
Q1 2019$248,000
+15.9%
7,7000.0%0.17%
+0.6%
Q4 2018$214,000
-13.4%
7,7000.0%0.17%
+5.5%
Q3 2018$247,000
+0.8%
7,7000.0%0.16%
-3.6%
Q2 2018$245,000
+20.1%
7,700
+16.7%
0.17%
+15.8%
Q1 2018$204,000
-2.4%
6,6000.0%0.15%
-2.0%
Q4 2017$209,000
+0.5%
6,600
-2.9%
0.15%
-3.2%
Q3 2017$208,000
-69.5%
6,800
-73.6%
0.15%
-77.3%
Q4 2015$681,000
+72.8%
25,770
+62.9%
0.68%
+76.3%
Q3 2015$394,00015,8220.38%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Choice Wealth Advisors, LLC 323,323$12,525,5448.85%
Prism Advisors, Inc. 487,318$18,878,6996.61%
Melone Private Wealth, LLC 235,465$9,121,9276.52%
WESCAP Management Group, Inc. 404,207$15,658,9775.58%
Trinity Wealth Management, LLC 226,736$8,783,7665.45%
CAPITAL WEALTH MANAGEMENT, LLC 254,360$9,853,9065.40%
Laurel Wealth Planning LLC 167,463$6,4885.05%
Sculati Wealth Management, LLC 236,524$9,162,9404.68%
Castleview Partners, LLC 130,634$5,060,7554.68%
WEALTH MANAGEMENT RESOURCES, INC. 231,668$8,974,8504.34%
View complete list of WISDOMTREE TR shareholders