American Portfolios Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 136 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
American Portfolios Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$191,294
-16.3%
5,330
-12.8%
0.01%
-11.1%
Q2 2022$228,636
-31.1%
6,110
-21.0%
0.01%
-18.2%
Q1 2022$331,926
-10.0%
7,730
-4.2%
0.01%
-8.3%
Q4 2021$368,974
-9.7%
8,065
-14.7%
0.01%
-20.0%
Q3 2021$408,388
+10.3%
9,460
+12.8%
0.02%
+7.1%
Q2 2021$370,167
+10.0%
8,390
+2.9%
0.01%
-6.7%
Q1 2021$336,531
+25.9%
8,150
+19.9%
0.02%
+7.1%
Q4 2020$267,376
+19.8%
6,800
+11.4%
0.01%
+7.7%
Q3 2020$223,260
-20.7%
6,105
-23.9%
0.01%
-27.8%
Q2 2020$281,517
+29.0%
8,025
+11.3%
0.02%0.0%
Q1 2020$218,215
+43.4%
7,208
+72.0%
0.02%
+63.6%
Q4 2019$152,223
+140.8%
4,190
+122.9%
0.01%
+120.0%
Q3 2019$63,206
+2.8%
1,8800.0%0.01%0.0%
Q2 2019$61,514
+1.6%
1,8800.0%0.01%
-16.7%
Q1 2019$60,536
+15.7%
1,8800.0%0.01%0.0%
Q4 2018$52,302
+55.2%
1,880
+79.0%
0.01%
+50.0%
Q3 2018$33,695
+0.9%
1,0500.0%0.00%
-20.0%
Q2 2018$33,380
+3.0%
1,0500.0%0.01%0.0%
Q1 2018$32,414
-58.4%
1,050
-57.4%
0.01%
-58.3%
Q4 2017$78,0092,4620.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Choice Wealth Advisors, LLC 323,323$12,525,5448.85%
Prism Advisors, Inc. 487,318$18,878,6996.61%
Melone Private Wealth, LLC 235,465$9,121,9276.52%
WESCAP Management Group, Inc. 404,207$15,658,9775.58%
Trinity Wealth Management, LLC 226,736$8,783,7665.45%
CAPITAL WEALTH MANAGEMENT, LLC 254,360$9,853,9065.40%
Laurel Wealth Planning LLC 167,463$6,4885.05%
Sculati Wealth Management, LLC 236,524$9,162,9404.68%
Castleview Partners, LLC 130,634$5,060,7554.68%
WEALTH MANAGEMENT RESOURCES, INC. 231,668$8,974,8504.34%
View complete list of WISDOMTREE TR shareholders