Dynamic Advisor Solutions LLC - WISDOMTREE TR ownership

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%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,771,640
+19.1%
148,984
+23.5%
0.27%
+8.8%
Q2 2023$4,846,410
+93.8%
120,648
+90.1%
0.25%
+71.9%
Q1 2023$2,501,277
+148.4%
63,452
+124.5%
0.15%
+111.6%
Q4 2022$1,007,02728,2630.07%
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