Founders Capital Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 197 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Founders Capital Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$37,791
+8.4%
9000.0%0.03%0.0%
Q3 2023$34,866
-3.6%
9000.0%0.03%
+3.8%
Q2 2023$36,1539000.03%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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