WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 62 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| One Capital Management, LLC | 1,420,875 | $51,847,000 | 2.74% |
| Cornerstone Wealth Management, LLC | 423,680 | $15,460,000 | 1.50% |
| CGN Advisors LLC | 156,987 | $5,728,000 | 1.43% |
| STRINGER ASSET MANAGEMENT, LLC | 21,267 | $776,000 | 1.33% |
| Empirical Asset Management, LLC | 29,287 | $1,069,000 | 1.02% |
| Mendel Money Management | 18,098 | $660,000 | 0.32% |
| Sharkey, Howes & Javer | 30,056 | $1,097,000 | 0.25% |
| Astoria Portfolio Advisors LLC. | 7,391 | $270,000 | 0.21% |
| OLD MISSION CAPITAL LLC | 191,868 | $7,001,000 | 0.20% |
| Lansing Street Advisors | 8,315 | $301,000 | 0.19% |