AlphaCore Capital LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 102 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q2 2020
NameSharesValueWeighting ↓
Summit Asset Management, LLC 320,910$10,298,0004.77%
WESCAP Management Group, Inc. 159,201$5,108,0002.59%
Ifrah Financial Services, Inc. 191,047$6,131,0002.17%
Price Wealth, LLC 146,720$4,708,0001.75%
Colorado Capital Management, Inc. 41,369$1,327,0000.96%
SYM FINANCIAL Corp 49,608$1,592,0000.89%
VALLEY NATIONAL ADVISERS INC 74,639$2,395,0000.83%
CX Institutional 71,472$2,294,0000.76%
RiverFront Investment Group, LLC 846,329$27,158,0000.64%
Vestpro Financial Partners, Inc. dba CPF Texas 29,415$944,0000.45%
View complete list of WISDOMTREE TR shareholders