D.A. DAVIDSON & CO. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 111 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$3,033,369
-1.8%
81,784
+0.7%
0.03%
-3.6%
Q1 2024$3,090,206
+15.6%
81,193
+10.2%
0.03%
+7.7%
Q4 2023$2,673,208
+135.8%
73,703
+108.1%
0.03%
+116.7%
Q3 2023$1,133,89235,4120.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
INVENIO WEALTH PARTNERS LLC 239,478$9,114,5334.91%
CGN Advisors LLC 740,826$28,195,8313.58%
SPC Financial, Inc. 961,455$36,592,9833.44%
One Capital Management, LLC 2,404,591$91,518,7333.32%
Hennion & Walsh Asset Management, Inc. 1,265,044$48,147,5722.57%
Trilogy Capital Inc. 1,067,762$40,639,0372.34%
FFG RETIREMENT ADVISORS LLC 82,420$3,136,9052.21%
Revolve Wealth Partners, LLC 318,721$12,130,5152.07%
FSA Advisors, Inc. 29,664$1,129,0121.21%
Security Financial Services, INC. 115,908$4,411,4581.00%
View complete list of WISDOMTREE TR shareholders