AlphaCore Capital LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 89 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
AlphaCore Capital LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$67,963
-3.5%
1,754
+0.1%
0.01%0.0%
Q2 2023$70,437
-56.3%
1,753
-61.9%
0.01%
-93.1%
Q2 2020$161,000
+0.6%
4,601
-12.8%
0.16%
+27.0%
Q1 2020$160,000
-50.3%
5,276
-40.5%
0.13%
-35.4%
Q4 2019$322,0008,8660.20%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
Americana Partners, LLC 275,271$10,000,0005.60%
Summit Asset Management, LLC 356,736$12,960,0005.53%
Trinity Wealth Management, LLC 101,307$3,680,0003.70%
FIFTH THIRD SECURITIES, INC. 104,004$3,778,438,0003.08%
Ameritas Investment Company, LLC 368,267$13,379,0002.81%
WESCAP Management Group, Inc. 192,289$6,985,0002.72%
CLIENT 1ST ADVISORY GROUP, LLC 74,143$2,694,0002.66%
Stewardship Advisors, LLC 102,344$3,718,0002.34%
VIVID FINANCIAL MANAGEMENT, INC. 58,306$2,164,0002.31%
Financial Enhancement Group LLC 162,253$5,895,0001.48%
View complete list of WISDOMTREE TR shareholders