TSFG, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
TSFG, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$20.0%470.0%0.00%0.0%
Q2 2023$20.0%470.0%0.00%0.0%
Q1 2023$20.0%470.0%0.00%0.0%
Q4 2022$2
-99.9%
470.0%0.00%0.0%
Q3 2022$2,0000.0%470.0%0.00%0.0%
Q2 2022$2,0000.0%470.0%0.00%0.0%
Q1 2022$2,0000.0%470.0%0.00%0.0%
Q4 2021$2,0000.0%470.0%0.00%0.0%
Q3 2021$2,0000.0%470.0%0.00%0.0%
Q2 2021$2,0000.0%470.0%0.00%0.0%
Q1 2021$2,0000.0%470.0%0.00%0.0%
Q4 2020$2,0000.0%470.0%0.00%0.0%
Q3 2020$2,0000.0%470.0%0.00%0.0%
Q2 2020$2,000
+100.0%
470.0%0.00%0.0%
Q1 2020$1,000
-50.0%
470.0%0.00%0.0%
Q4 2019$2,000
-60.0%
47
-66.4%
0.00%
-75.0%
Q3 2019$5,0000.0%1400.0%0.00%0.0%
Q2 2019$5,0000.0%1400.0%0.00%0.0%
Q1 2019$5,0001400.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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