IHT Wealth Management, LLC - WISDOMTREE TR ownership

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$351,0488,1280.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Collaborative Wealth Managment Inc. 79,499$3,923,0002.26%
Private Wealth Strategies, L.L.C. 145,110$7,545,0002.09%
JD Financial Services Inc. 30,607$1,592,0002.02%
First Heartland Consultants, Inc. 53,447$2,780,0000.44%
AE Wealth Management LLC 538,685$28,014,0000.28%
CWM, LLC 570,964$30,129,0000.24%
Truadvice, LLC 15,400$805,0000.24%
Patriot Financial Group Insurance Agency, LLC 15,360$799,0000.18%
Acorn Wealth Advisors, LLC 4,751$247,0000.18%
Cornerstone Wealth Management, LLC 14,786$769,0000.09%
View complete list of WISDOMTREE TR shareholders