Cardinal Point Wealth Management Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 197 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Cardinal Point Wealth Management Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$9,262,000
-1.8%
253,072
+0.4%
4.42%
-2.2%
Q2 2022$9,428,000
-15.2%
251,957
-2.7%
4.52%
-8.8%
Q1 2022$11,118,000
-0.5%
258,926
+6.1%
4.96%
+2.4%
Q4 2021$11,169,000244,1244.84%
Other shareholders
WISDOMTREE TR shareholders Q3 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