WILLNER & HELLER, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 139 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WILLNER & HELLER, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$213,943
-12.3%
6,005
-11.8%
0.30%
-22.8%
Q3 2022$244,000
-8.6%
6,809
-4.6%
0.39%
-5.1%
Q2 2022$267,000
-25.8%
7,137
-9.3%
0.42%
-6.3%
Q1 2022$360,000
+8.8%
7,873
+2.6%
0.44%
+0.7%
Q4 2021$331,0007,6700.44%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Lake Point Wealth Management 641,627$27,699,00012.76%
Choice Wealth Advisors, LLC 245,788$10,611,0008.60%
WESCAP Management Group, Inc. 510,858$22,054,0006.41%
Summit Asset Management, LLC 360,491$15,562,0004.88%
Cardinal Point Wealth Management LLC 237,089$10,235,0004.81%
Trinity Wealth Management, LLC 145,094$6,264,0004.74%
Sculati Wealth Management, LLC 172,527$7,448,0003.95%
SPC Financial, Inc. 695,870$30,041,0003.72%
DHJJ Financial Advisors, Ltd. 62,147$2,689,0001.39%
Corbenic Partners LLC 129,645$5,597,0001.36%
View complete list of WISDOMTREE TR shareholders