Cardinal Point Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 123 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q2 2021
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