TSFG, LLC - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 178 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

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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$5,000–140–0.00%–
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Other shareholders
WISDOMTREE TR shareholders Q2 2023
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