SECURED RETIREMENT ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 227 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
SECURED RETIREMENT ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$2,661,772
-1.9%
58,385
-1.2%
2.08%
-9.8%
Q1 2024$2,714,135
+9.9%
59,080
+0.5%
2.30%
-3.0%
Q4 2023$2,468,80158,7952.37%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Delphi Private Advisors LLC 72,977$2,237,0006.53%
Summit Asset Management, LLC 295,589$9,063,0004.54%
Jacobus Wealth Management, Inc. 478,918$14,684,0003.84%
BFSG, LLC 237,089$7,269,0003.28%
WESCAP Management Group, Inc. 168,306$5,160,0002.32%
Colorado Capital Management, Inc. 84,790$2,599,0001.94%
RiverFront Investment Group, LLC 2,361,085$72,390,0001.76%
VALLEY NATIONAL ADVISERS INC 92,792$2,845,0000.97%
Rehmann Capital Advisory Group 118,606$3,636,0000.66%
Hefty Wealth Partners 30,995$950,0000.63%
View complete list of WISDOMTREE TR shareholders