Wealth Dimensions Group, Ltd. - INSIGHT SELECT INCOME FD ownership

INSIGHT SELECT INCOME FD's ticker is INSI and the CUSIP is 45781W109. A total of 32 filers reported holding INSIGHT SELECT INCOME FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Wealth Dimensions Group, Ltd. ownership history of INSIGHT SELECT INCOME FD
ValueSharesWeighting
Q2 2024$235,077
-0.8%
14,405
+0.2%
0.07%
-4.3%
Q1 2024$236,986
+3.3%
14,3720.0%0.07%
-4.1%
Q4 2023$229,513
+2.9%
14,372
-3.2%
0.07%
-9.9%
Q3 2023$223,128
-3.9%
14,8460.0%0.08%
-4.7%
Q2 2023$232,166
-1.5%
14,8460.0%0.08%
-6.6%
Q1 2023$235,747
-15.8%
14,846
-19.9%
0.09%
-20.2%
Q4 2022$279,948
-1.8%
18,5270.0%0.11%
-19.1%
Q3 2022$285,000
-4.4%
18,5270.0%0.14%0.0%
Q2 2022$298,000
-10.8%
18,527
-1.0%
0.14%
-9.0%
Q1 2022$334,000
-22.7%
18,713
-2.6%
0.16%
-26.9%
Q4 2021$432,000
+6.7%
19,213
-0.3%
0.21%
-18.1%
Q3 2021$405,000
-3.1%
19,2800.0%0.26%
-8.5%
Q2 2021$418,000
+6.1%
19,2800.0%0.28%
-7.5%
Q1 2021$394,000
-4.4%
19,2800.0%0.31%
-14.0%
Q4 2020$412,00019,2800.36%
Other shareholders
INSIGHT SELECT INCOME FD shareholders Q2 2023
NameSharesValueWeighting ↓
M&R CAPITAL MANAGEMENT INC 168,400$3,226,0000.81%
SIT INVESTMENT ASSOCIATES INC 876,565$16,795,0000.42%
WealthTrust Axiom LLC 41,050$786,0000.29%
DOLIVER ADVISORS, LP 18,757$359,0000.28%
SANDERS MORRIS HARRIS LLC 39,468$756,0000.13%
Point View Wealth Management, Inc. 10,869$208,0000.11%
SII INVESTMENTS INC/WI 38,280$728,0000.05%
Archford Capital Strategies, LLC 4,926$94,0000.04%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 18,328$351,0000.03%
Patriot Financial Group Insurance Agency, LLC 396$8,0000.01%
View complete list of INSIGHT SELECT INCOME FD shareholders