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 | $6,379,590 | -10.2% | 199,238 | -3.5% | 0.01% | -16.7% |
| Q2 2023 | $7,104,349 | -2.9% | 206,462 | -4.4% | 0.01% | 0.0% |
| Q1 2023 | $7,317,620 | +26.5% | 216,050 | +14.3% | 0.01% | +20.0% |
| Q4 2022 | $5,784,666 | +83.9% | 188,980 | +58.1% | 0.01% | +66.7% |
| Q3 2022 | $3,145,000 | -43.9% | 119,538 | -36.8% | 0.00% | -40.0% |
| Q2 2022 | $5,604,000 | -55.5% | 189,195 | -45.2% | 0.01% | -54.5% |
| Q1 2022 | $12,587,000 | +82.9% | 344,935 | +99.9% | 0.01% | +83.3% |
| Q4 2021 | $6,882,000 | +9.9% | 172,531 | +4.9% | 0.01% | 0.0% |
| Q3 2021 | $6,262,000 | +1.4% | 164,443 | +6.0% | 0.01% | 0.0% |
| Q2 2021 | $6,173,000 | +13.6% | 155,109 | +5.8% | 0.01% | +20.0% |
| Q1 2021 | $5,435,000 | +83.6% | 146,564 | +80.8% | 0.01% | +66.7% |
| Q4 2020 | $2,960,000 | -73.8% | 81,060 | -76.6% | 0.00% | -78.6% |
| Q3 2020 | $11,289,000 | +6.4% | 346,206 | -1.6% | 0.01% | 0.0% |
| Q2 2020 | $10,606,000 | – | 351,784 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 171,581 | $5,252,090 | 3.57% |
| SPC Financial, Inc. | 912,911 | $27,944,217 | 3.30% |
| One Capital Management, LLC | 1,844,427 | $56,457,910 | 3.01% |
| CGN Advisors LLC | 548,534 | $16,790,614 | 2.96% |
| JOURNEY STRATEGIC WEALTH LLC | 378,089 | $11,573,292 | 1.36% |
| Kathmere Capital Management, LLC | 300,246 | $9,612,218 | 0.82% |
| Revolve Wealth Partners, LLC | 69,591 | $2,130,192 | 0.61% |
| Empirical Asset Management, LLC | 18,517 | $566,797 | 0.60% |
| KLR INVESTMENT ADVISORS, LLC | 10,558 | $323,190 | 0.27% |
| Mendel Money Management | 14,153 | $433,223 | 0.25% |