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 ↓
Delphi Private Advisors LLC 66,300$2,101,0005.16%
Summit Asset Management, LLC 310,126$9,826,0004.71%
BFSG, LLC 240,015$7,605,0003.21%
WESCAP Management Group, Inc. 186,593$5,912,0002.33%
Price Wealth, LLC 105,312$3,336,0002.18%
RiverFront Investment Group, LLC 2,376,625$75,299,0001.79%
Colorado Capital Management, Inc. 76,538$2,425,0001.70%
Stokes Capital Advisors, LLC 71,962$2,280,0001.54%
VALLEY NATIONAL ADVISERS INC 96,379$3,054,0001.06%
Ifrah Financial Services, Inc. 74,004$2,345,0000.85%
View complete list of WISDOMTREE TR shareholders