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 ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 162,098 | $5,190,378 | 4.72% |
| Trilogy Capital Inc. | 2,086,197 | $66,800,040 | 4.52% |
| Hibernia Wealth Partners, LLC | 142,176 | $4,552,484 | 3.52% |
| SPC Financial, Inc. | 935,634 | $29,958,986 | 3.36% |
| One Capital Management, LLC | 2,277,608 | $72,929,008 | 3.24% |
| CGN Advisors LLC | 643,753 | $20,612,970 | 2.77% |
| Hennion & Walsh Asset Management, Inc. | 1,281,078 | $41,020,118 | 2.62% |
| Cornerstone Wealth Management, LLC | 502,069 | $16,076,541 | 1.52% |
| Security Financial Services, INC. | 157,392 | $5,039,692 | 1.42% |
| KLR INVESTMENT ADVISORS, LLC | 39,622 | $1,341,997 | 1.22% |