Bison Wealth, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 206 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$458,1770.0%9,9730.0%0.08%
+1.4%
Q1 2024$458,177
-7.7%
9,973
-15.6%
0.07%
-15.9%
Q4 2023$496,463
+15.1%
11,823
+6.2%
0.09%
+4.8%
Q3 2023$431,147
-3.0%
11,129
+0.6%
0.08%
+1.2%
Q2 2023$444,51211,0660.08%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Choice Wealth Advisors, LLC 325,335$13,068,6998.89%
Melone Private Wealth, LLC 220,607$8,861,7826.25%
WESCAP Management Group, Inc. 401,769$16,139,0655.64%
CAPITAL WEALTH MANAGEMENT, LLC 250,928$10,079,7785.49%
Trinity Wealth Management, LLC 222,264$8,928,3585.46%
WEALTH MANAGEMENT RESOURCES, INC. 218,758$8,787,5095.11%
Sculati Wealth Management, LLC 232,604$9,343,7034.70%
Aspire Wealth Management Corp 133,510$5,363,0864.06%
Laurel Wealth Planning LLC 140,214$5,6324.02%
Summit Asset Management, LLC 369,118$14,827,4533.91%
View complete list of WISDOMTREE TR shareholders