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
| 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 ↓ |
|---|---|---|---|
| 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% |