Dynamic Advisor Solutions LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2023
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