Cardinal Point Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 110 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Cardinal Point Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$10,235,000
-0.2%
237,089
+2.0%
4.81%
+3.9%
Q2 2021$10,253,000
+10.2%
232,380
+3.2%
4.63%
-1.2%
Q1 2021$9,301,000
+17.7%
225,242
+12.0%
4.69%
+16.7%
Q4 2020$7,904,000201,0354.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Americana Partners, LLC 275,271$10,000,0005.60%
Summit Asset Management, LLC 356,736$12,960,0005.53%
Trinity Wealth Management, LLC 101,307$3,680,0003.70%
FIFTH THIRD SECURITIES, INC. 104,004$3,778,438,0003.08%
Ameritas Investment Company, LLC 368,267$13,379,0002.81%
WESCAP Management Group, Inc. 192,289$6,985,0002.72%
CLIENT 1ST ADVISORY GROUP, LLC 74,143$2,694,0002.66%
Stewardship Advisors, LLC 102,344$3,718,0002.34%
VIVID FINANCIAL MANAGEMENT, INC. 58,306$2,164,0002.31%
Financial Enhancement Group LLC 162,253$5,895,0001.48%
View complete list of WISDOMTREE TR shareholders