Delphi Private Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 76 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Delphi Private Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2018$7,000
-97.2%
230
-97.2%
0.02%
-97.7%
Q1 2018$253,000
-88.0%
8,183
-87.7%
1.01%
-80.5%
Q4 2017$2,101,000
-6.1%
66,300
-9.1%
5.16%
-21.0%
Q3 2017$2,237,000
-87.5%
72,977
-89.2%
6.53%
-81.8%
Q2 2017$17,951,000
-4.3%
674,775
+2.2%
35.91%
+5.2%
Q1 2017$18,762,000
+11.8%
659,936
+3.6%
34.15%
+15.6%
Q4 2016$16,781,000
+1.6%
636,867
+1.7%
29.53%
+2.8%
Q3 2016$16,517,000
+30.7%
626,367
+27.1%
28.72%
+23.9%
Q2 2016$12,641,000
-3.5%
492,812
-3.5%
23.18%
-0.9%
Q1 2016$13,095,000
-1.2%
510,722
+1.9%
23.40%
+3.1%
Q4 2015$13,248,000501,23022.70%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
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