Gradient Investments LLC - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 197 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
Gradient Investments LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$39
-99.8%
1
-99.8%
0.00%
-100.0%
Q4 2022$17,815
-1.0%
5000.0%0.00%0.0%
Q3 2022$18,000
-5.3%
5000.0%0.00%0.0%
Q2 2022$19,000
-9.5%
5000.0%0.00%0.0%
Q1 2022$21,000
-8.7%
5000.0%0.00%0.0%
Q4 2021$23,000
+4.5%
5000.0%0.00%0.0%
Q3 2021$22,0000.0%5000.0%0.00%0.0%
Q2 2021$22,000
+4.8%
5000.0%0.00%0.0%
Q1 2021$21,000
+16.7%
5000.0%0.00%0.0%
Q4 2020$18,0000.0%5000.0%0.00%0.0%
Q3 2020$18,0000.0%5000.0%0.00%0.0%
Q2 2020$18,000
+20.0%
5000.0%0.00%0.0%
Q1 2020$15,000
-16.7%
5000.0%0.00%0.0%
Q4 2019$18,000
+5.9%
5000.0%0.00%0.0%
Q3 2019$17,000
+6.2%
5000.0%0.00%0.0%
Q2 2019$16,0000.0%5000.0%0.00%0.0%
Q1 2019$16,000
+14.3%
5000.0%0.00%0.0%
Q4 2018$14,000
-12.5%
5000.0%0.00%0.0%
Q3 2018$16,0000.0%5000.0%0.00%0.0%
Q2 2018$16,000
+6.7%
5000.0%0.00%0.0%
Q1 2018$15,000
-6.2%
5000.0%0.00%0.0%
Q4 2017$16,000–500–0.00%–
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Other shareholders
WISDOMTREE TR shareholders Q3 2023
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