WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 55 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,444 | -6.9% | 1,794 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $61,732 | +1.6% | 1,794 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $60,763 | +10.7% | 1,794 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $54,914 | +16.8% | 1,794 | 0.0% | 0.01% | +18.2% |
| Q3 2022 | $47,000 | -27.7% | 1,794 | -18.2% | 0.01% | -21.4% |
| Q2 2022 | $65,000 | -90.3% | 2,194 | -88.0% | 0.01% | -89.0% |
| Q1 2022 | $670,000 | -69.4% | 18,357 | -66.6% | 0.13% | -65.3% |
| Q4 2021 | $2,192,000 | +4.4% | 54,957 | -0.3% | 0.37% | -5.7% |
| Q3 2021 | $2,099,000 | +6.5% | 55,127 | +11.4% | 0.39% | +4.9% |
| Q2 2021 | $1,970,000 | +25.4% | 49,487 | +16.8% | 0.37% | +17.5% |
| Q1 2021 | $1,571,000 | – | 42,362 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 190,224 | $5,005,000 | 3.89% |
| One Capital Management, LLC | 1,695,744 | $44,615,000 | 2.63% |
| CGN Advisors LLC | 320,389 | $8,429,000 | 2.11% |
| STRINGER ASSET MANAGEMENT, LLC | 39,563 | $1,042,000 | 1.62% |
| Cornerstone Wealth Management, LLC | 491,964 | $12,944,000 | 1.44% |
| JOURNEY STRATEGIC WEALTH LLC | 238,013 | $6,262,000 | 0.84% |
| Kathmere Capital Management, LLC | 152,444 | $4,011,000 | 0.80% |
| Empirical Asset Management, LLC | 20,097 | $529,000 | 0.58% |
| Revolve Wealth Partners, LLC | 47,872 | $1,260,000 | 0.42% |
| Mendel Money Management | 15,787 | $415,000 | 0.26% |