CREATIVE FINANCIAL DESIGNS INC /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 54 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$232,843
+18.1%
7,272
+26.9%
0.03%
+17.4%
Q2 2023$197,211
+554.2%
5,731
+543.9%
0.02%
+475.0%
Q1 2023$30,144
+20.1%
890
+8.5%
0.00%0.0%
Q4 2022$25,100
+4.6%
820
-9.4%
0.00%0.0%
Q3 2022$24,000
-11.1%
905
-1.5%
0.00%0.0%
Q2 2022$27,000
-18.2%
919
+2.3%
0.00%
-20.0%
Q1 2022$33,000
+6.5%
898
+16.5%
0.01%0.0%
Q4 2021$31,0000.0%771
-4.1%
0.01%0.0%
Q3 2021$31,000
+55.0%
804
+62.8%
0.01%
+66.7%
Q2 2021$20,0004940.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
INVENIO WEALTH PARTNERS LLC 162,098$5,190,3784.72%
Trilogy Capital Inc. 2,086,197$66,800,0404.52%
Hibernia Wealth Partners, LLC 142,176$4,552,4843.52%
SPC Financial, Inc. 935,634$29,958,9863.36%
One Capital Management, LLC 2,277,608$72,929,0083.24%
CGN Advisors LLC 643,753$20,612,9702.77%
Hennion & Walsh Asset Management, Inc. 1,281,078$41,020,1182.62%
Cornerstone Wealth Management, LLC 502,069$16,076,5411.52%
Security Financial Services, INC. 157,392$5,039,6921.42%
KLR INVESTMENT ADVISORS, LLC 39,622$1,341,9971.22%
View complete list of WISDOMTREE TR shareholders