WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 104 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,420,000 | +147233.3% | 137,133 | +129270.8% | 0.03% | – |
| Q2 2019 | $3,000 | 0.0% | 106 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | 0.0% | 106 | 0.0% | 0.00% | – |
| Q4 2018 | $3,000 | 0.0% | 106 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 106 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 106 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | -57.1% | 106 | -52.3% | 0.00% | – |
| Q4 2017 | $7,000 | -30.0% | 222 | -36.0% | 0.00% | – |
| Q3 2017 | $10,000 | 0.0% | 347 | 0.0% | 0.00% | – |
| Q2 2017 | $10,000 | – | 347 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 1,838,192 | $62,259,564 | 4.42% |
| SPC Financial, Inc. | 913,428 | $30,937,801 | 3.53% |
| One Capital Management, LLC | 1,902,030 | $64,421,756 | 3.17% |
| CGN Advisors LLC | 575,560 | $19,494,210 | 3.07% |
| Cornerstone Wealth Management, LLC | 489,156 | $16,567,701 | 1.63% |
| JOURNEY STRATEGIC WEALTH LLC | 447,063 | $15,142,009 | 1.59% |
| Hennion & Walsh Asset Management, Inc. | 667,358 | $22,603 | 1.39% |
| KLR INVESTMENT ADVISORS, LLC | 39,729 | $1,345,621 | 1.18% |
| Kathmere Capital Management, LLC | 143,255 | $4,852,047 | 0.80% |
| Revolve Wealth Partners, LLC | 77,915 | $2,638,978 | 0.67% |