NATIONS FINANCIAL GROUP INC, /IA/ /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 94 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
NATIONS FINANCIAL GROUP INC, /IA/ /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$214,035
+5.5%
6,684
+11.6%
0.02%
+4.8%
Q1 2023$202,933
-7.8%
5,991
-0.8%
0.02%
-19.2%
Q1 2022$220,000
-4.3%
6,039
+4.9%
0.03%
-13.3%
Q4 2021$230,0005,7570.03%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 171,581$5,252,0903.57%
SPC Financial, Inc. 912,911$27,944,2173.30%
One Capital Management, LLC 1,844,427$56,457,9103.01%
CGN Advisors LLC 548,534$16,790,6142.96%
JOURNEY STRATEGIC WEALTH LLC 378,089$11,573,2921.36%
Kathmere Capital Management, LLC 300,246$9,612,2180.82%
Revolve Wealth Partners, LLC 69,591$2,130,1920.61%
Empirical Asset Management, LLC 18,517$566,7970.60%
KLR INVESTMENT ADVISORS, LLC 10,558$323,1900.27%
Mendel Money Management 14,153$433,2230.25%
View complete list of WISDOMTREE TR shareholders