Stratos Investment Management, LLC - 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
Stratos Investment Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$345,428
-17.7%
8,916
-14.7%
0.05%
-18.8%
Q2 2023$419,829
+0.4%
10,451
-1.4%
0.06%
-8.6%
Q1 2023$417,975
+70.6%
10,603
+54.2%
0.07%
+59.1%
Q4 2022$245,0676,8780.04%
Other shareholders
WISDOMTREE TR shareholders Q3 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