CALIBER WEALTH MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 197 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CALIBER WEALTH MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,610,179
-1.5%
119,003
+2.1%
3.10%
-1.1%
Q2 2023$4,680,548
+7.9%
116,518
+5.8%
3.14%
-3.5%
Q1 2023$4,339,473110,0833.25%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Lake Point Wealth Management 629,378$27,768,00012.95%
Choice Wealth Advisors, LLC 242,140$10,683,0007.68%
WESCAP Management Group, Inc. 498,833$22,008,0006.39%
Summit Asset Management, LLC 352,773$15,564,0004.89%
Trinity Wealth Management, LLC 140,204$6,186,0004.84%
Cardinal Point Wealth Management LLC 232,380$10,253,0004.63%
Sculati Wealth Management, LLC 170,673$7,530,0003.99%
SPC Financial, Inc. 665,452$29,360,0003.56%
Castleview Partners, LLC 128,709$5,679,0002.49%
Corbenic Partners LLC 127,621$5,631,0001.48%
View complete list of WISDOMTREE TR shareholders