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

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 59 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2021
NameSharesValueWeighting ↓
Trilogy Capital Inc. 1,978,713$69,096,6764.40%
SPC Financial, Inc. 921,802$31,719,2203.43%
One Capital Management, LLC 2,149,279$73,956,6903.34%
CGN Advisors LLC 613,497$21,110,4493.03%
Hennion & Walsh Asset Management, Inc. 1,235,184$42,5032.52%
Cornerstone Wealth Management, LLC 494,520$17,016,4451.52%
KLR INVESTMENT ADVISORS, LLC 39,649$1,364,3361.12%
INVENIO WEALTH PARTNERS LLC 22,629$778,6640.88%
JOURNEY STRATEGIC WEALTH LLC 463,339$15,943,4810.72%
Kathmere Capital Management, LLC 129,347$4,450,8300.69%
View complete list of WISDOMTREE TR shareholders