WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.4%.
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 ↓ |
---|---|---|---|
Trilogy Capital Inc. | 1,978,713 | $69,096,676 | 4.40% |
SPC Financial, Inc. | 921,802 | $31,719,220 | 3.43% |
One Capital Management, LLC | 2,149,279 | $73,956,690 | 3.34% |
CGN Advisors LLC | 613,497 | $21,110,449 | 3.03% |
Hennion & Walsh Asset Management, Inc. | 1,235,184 | $42,503 | 2.52% |
Cornerstone Wealth Management, LLC | 494,520 | $17,016,445 | 1.52% |
KLR INVESTMENT ADVISORS, LLC | 39,649 | $1,364,336 | 1.12% |
INVENIO WEALTH PARTNERS LLC | 22,629 | $778,664 | 0.88% |
JOURNEY STRATEGIC WEALTH LLC | 463,339 | $15,943,481 | 0.72% |
Kathmere Capital Management, LLC | 129,347 | $4,450,830 | 0.69% |