WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 35 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,014 | -19.1% | 31,671 | -13.0% | 0.00% | 0.0% |
| Q2 2023 | $1,253 | +2.0% | 36,411 | +0.4% | 0.00% | -20.0% |
| Q1 2023 | $1,229 | +11.4% | 36,281 | +0.7% | 0.01% | +25.0% |
| Q4 2022 | $1,103 | -99.9% | 36,020 | +7.9% | 0.00% | 0.0% |
| Q3 2022 | $878,000 | -14.1% | 33,371 | -3.3% | 0.00% | -20.0% |
| Q2 2022 | $1,022,000 | -50.0% | 34,516 | -38.4% | 0.01% | -44.4% |
| Q1 2022 | $2,044,000 | +39.3% | 56,017 | +52.3% | 0.01% | +50.0% |
| Q4 2021 | $1,467,000 | +5.6% | 36,786 | +0.9% | 0.01% | 0.0% |
| Q3 2021 | $1,389,000 | -8.3% | 36,468 | -4.2% | 0.01% | -14.3% |
| Q2 2021 | $1,515,000 | +8.4% | 38,072 | +1.0% | 0.01% | 0.0% |
| Q1 2021 | $1,398,000 | +44.3% | 37,700 | +42.1% | 0.01% | +40.0% |
| Q4 2020 | $969,000 | -57.2% | 26,531 | -61.8% | 0.01% | -61.5% |
| Q3 2020 | $2,262,000 | -1.2% | 69,384 | -8.7% | 0.01% | -7.1% |
| Q2 2020 | $2,290,000 | – | 75,962 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 1,599,330 | $60,902,000 | 5.04% |
| New England Investment & Retirement Group, Inc. | 300,616 | $11,447,000 | 2.64% |
| Cornerstone Wealth Management, LLC | 362,948 | $13,821,000 | 1.47% |
| CGN Advisors LLC | 114,128 | $4,346,000 | 1.42% |
| STRINGER ASSET MANAGEMENT, LLC | 35,905 | $1,367,000 | 1.28% |
| Sharkey, Howes & Javer | 89,779 | $3,419,000 | 0.88% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 55,127 | $2,099,000 | 0.39% |
| Mendel Money Management | 12,872 | $490,000 | 0.31% |
| Princeton Global Asset Management LLC | 11,080 | $422,000 | 0.13% |
| Triumph Capital Management | 6,153 | $234,000 | 0.11% |