WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 35 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,772,000 | -5.5% | 211,505 | +1.5% | 0.00% | 0.0% |
| Q2 2023 | $7,169,000 | +1.0% | 208,345 | -0.6% | 0.00% | 0.0% |
| Q1 2023 | $7,095,000 | +4.8% | 209,515 | -5.2% | 0.00% | 0.0% |
| Q4 2022 | $6,769,000 | +11.8% | 221,113 | -3.9% | 0.00% | 0.0% |
| Q3 2022 | $6,056,000 | -48.2% | 230,164 | -41.7% | 0.00% | -33.3% |
| Q2 2022 | $11,696,000 | -29.1% | 394,856 | -12.7% | 0.00% | -25.0% |
| Q1 2022 | $16,506,000 | +24.5% | 452,360 | +36.1% | 0.00% | +33.3% |
| Q4 2021 | $13,255,000 | +6.9% | 332,262 | +2.0% | 0.00% | 0.0% |
| Q3 2021 | $12,402,000 | -1.6% | 325,655 | +2.8% | 0.00% | 0.0% |
| Q2 2021 | $12,610,000 | +11.9% | 316,821 | +4.2% | 0.00% | 0.0% |
| Q1 2021 | $11,269,000 | +35.6% | 303,926 | +33.5% | 0.00% | +50.0% |
| Q4 2020 | $8,312,000 | +3.3% | 227,663 | -7.7% | 0.00% | -33.3% |
| Q3 2020 | $8,045,000 | +20.3% | 246,738 | +11.3% | 0.00% | 0.0% |
| Q2 2020 | $6,685,000 | +234.6% | 221,708 | +184.3% | 0.00% | +200.0% |
| Q1 2020 | $1,998,000 | +35.7% | 77,995 | +69.2% | 0.00% | 0.0% |
| Q4 2019 | $1,472,000 | -3.1% | 46,085 | -12.6% | 0.00% | 0.0% |
| Q3 2019 | $1,519,000 | +33.2% | 52,754 | +35.1% | 0.00% | – |
| Q2 2019 | $1,140,000 | -1.0% | 39,059 | -2.6% | 0.00% | – |
| Q1 2019 | $1,152,000 | +4.5% | 40,082 | -8.7% | 0.00% | -100.0% |
| Q4 2018 | $1,102,000 | +670.6% | 43,915 | +806.8% | 0.00% | – |
| Q3 2018 | $143,000 | +3475.0% | 4,843 | +3774.4% | 0.00% | – |
| Q1 2018 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | – | 125 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 171,581 | $5,252,090 | 3.57% |
| SPC Financial, Inc. | 912,911 | $27,944,217 | 3.30% |
| One Capital Management, LLC | 1,844,427 | $56,457,910 | 3.01% |
| CGN Advisors LLC | 548,534 | $16,790,614 | 2.96% |
| JOURNEY STRATEGIC WEALTH LLC | 378,089 | $11,573,292 | 1.36% |
| Kathmere Capital Management, LLC | 300,246 | $9,612,218 | 0.82% |
| Revolve Wealth Partners, LLC | 69,591 | $2,130,192 | 0.61% |
| Empirical Asset Management, LLC | 18,517 | $566,797 | 0.60% |
| KLR INVESTMENT ADVISORS, LLC | 10,558 | $323,190 | 0.27% |
| Mendel Money Management | 14,153 | $433,223 | 0.25% |