IFP Advisors, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 116 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,770,533
+1998.8%
71,516
+1865.8%
0.12%
+4066.7%
Q2 2023$132,003
+124.0%
3,638
+100.0%
0.00%0.0%
Q1 2023$58,935
+38419.6%
1,819
-61.1%
0.00%
-25.0%
Q4 2022$153
-99.9%
4,6730.0%0.00%0.0%
Q3 2022$153,0000.0%4,6730.0%0.00%
-20.0%
Q2 2022$153,000
-34.1%
4,673
-34.4%
0.01%
+66.7%
Q1 2022$232,000
+116.8%
7,124
+201.9%
0.00%
+50.0%
Q4 2021$107,000
+35.4%
2,360
+29.7%
0.00%0.0%
Q3 2021$79,000
-2.5%
1,8190.0%0.00%0.0%
Q2 2021$81,000
+6.6%
1,8190.0%0.00%
+100.0%
Q1 2021$76,000
+7.0%
1,8190.0%0.00%
-66.7%
Q4 2020$71,000
+6.0%
1,8190.0%0.00%
-25.0%
Q3 2020$67,000
+4.7%
1,8190.0%0.00%
-20.0%
Q2 2020$64,000
+16.4%
1,8190.0%0.01%
-16.7%
Q1 2020$55,0001,8190.01%
Q4 2019$000.00%
Q3 2019$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q1 2018$12,0000.0%3890.0%0.00%0.0%
Q4 2017$12,000
+300.0%
389
+253.6%
0.00%
Q4 2015$3,0001100.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Choice Wealth Advisors, LLC 324,033$11,545,3048.66%
Trinity Wealth Management, LLC 203,539$7,252,1065.16%
WESCAP Management Group, Inc. 408,673$14,561,0155.12%
WEALTH MANAGEMENT RESOURCES, INC. 202,987$7,232,4294.69%
Melone Private Wealth, LLC 147,530$5,256,4914.45%
Sculati Wealth Management, LLC 221,034$7,8754.42%
Aspire Wealth Management Corp 142,532$5,078,3994.42%
Castleview Partners, LLC 115,715$4,122,9164.02%
Summit Asset Management, LLC 367,972$13,110,8273.79%
Cardinal Point Capital Management ULC 286,732$10,216,2663.53%
View complete list of WISDOMTREE TR shareholders