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 ↓
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