Valeo Financial Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 76 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$12,000
+9.1%
2810.0%0.00%0.0%
Q4 2020$11,000
+10.0%
2810.0%0.00%0.0%
Q3 2020$10,000
-80.4%
281
-80.7%
0.00%
-80.0%
Q2 2020$51,000
+466.7%
1,455
+417.8%
0.01%
+400.0%
Q1 2020$9,000
-10.0%
2810.0%0.00%0.0%
Q4 2019$10,000
+11.1%
2810.0%0.00%0.0%
Q3 2019$9,0000.0%2810.0%0.00%0.0%
Q2 2019$9,0000.0%2810.0%0.00%0.0%
Q1 2019$9,000
+12.5%
2810.0%0.00%0.0%
Q4 2018$8,0000.0%2810.0%0.00%0.0%
Q3 2018$8,000
-11.1%
2810.0%0.00%0.0%
Q2 2018$9,0000.0%2810.0%0.00%0.0%
Q1 2018$9,000
-81.2%
281
-81.6%
0.00%
-87.5%
Q4 2017$48,0001,5280.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
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