Prism Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 206 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Prism Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$26,132,234
-0.8%
573,201
-0.0%
7.92%
+0.2%
Q1 2024$26,336,805
+19.6%
573,287
+9.4%
7.91%
+11.5%
Q4 2023$22,012,586
+16.6%
524,234
+7.6%
7.09%
+7.2%
Q3 2023$18,878,699487,3186.61%
Other shareholders
WISDOMTREE TR shareholders Q4 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