Belpointe Asset Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 139 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$190,123
-26.0%
4,823
-33.1%
0.01%
-37.5%
Q4 2022$256,964
-68.0%
7,212
-67.7%
0.02%
-70.4%
Q3 2022$803,000
-12.3%
22,360
-8.7%
0.05%
-11.5%
Q2 2022$916,000
-5.4%
24,481
+8.6%
0.06%
+3.4%
Q1 2022$968,00022,5490.06%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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