WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 33 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $967,729 | -6.9% | 30,223 | +0.0% | 0.00% | – |
| Q2 2023 | $1,039,939 | +1.6% | 30,222 | 0.0% | 0.00% | – |
| Q1 2023 | $1,023,619 | +10.3% | 30,222 | -0.3% | 0.00% | – |
| Q4 2022 | $927,769 | +13.3% | 30,309 | -2.6% | 0.00% | – |
| Q3 2022 | $819,000 | -12.8% | 31,122 | -1.8% | 0.00% | – |
| Q2 2022 | $939,000 | -16.2% | 31,705 | +3.2% | 0.00% | – |
| Q1 2022 | $1,121,000 | -8.6% | 30,723 | 0.0% | 0.00% | – |
| Q4 2021 | $1,226,000 | +4.8% | 30,723 | +0.0% | 0.00% | – |
| Q3 2021 | $1,170,000 | -4.3% | 30,722 | -0.0% | 0.00% | – |
| Q2 2021 | $1,223,000 | -24.3% | 30,723 | -29.5% | 0.00% | – |
| Q1 2021 | $1,615,000 | +1.5% | 43,566 | 0.0% | 0.00% | – |
| Q4 2020 | $1,591,000 | +12.0% | 43,566 | +0.0% | 0.00% | – |
| Q3 2020 | $1,421,000 | -28.1% | 43,565 | -33.5% | 0.00% | -100.0% |
| Q2 2020 | $1,975,000 | -0.6% | 65,491 | -15.6% | 0.00% | 0.0% |
| Q1 2020 | $1,986,000 | -94.1% | 77,558 | -92.7% | 0.00% | -88.9% |
| Q4 2019 | $33,944,000 | +8.3% | 1,062,526 | -2.4% | 0.01% | 0.0% |
| Q3 2019 | $31,339,000 | +9.1% | 1,088,550 | +10.5% | 0.01% | +12.5% |
| Q2 2019 | $28,733,000 | +52.5% | 984,683 | +50.2% | 0.01% | +60.0% |
| Q1 2019 | $18,844,000 | +41.6% | 655,660 | +23.6% | 0.01% | +25.0% |
| Q4 2018 | $13,305,000 | -40.2% | 530,292 | -29.5% | 0.00% | -33.3% |
| Q3 2018 | $22,245,000 | +12.8% | 752,280 | +14.0% | 0.01% | +20.0% |
| Q2 2018 | $19,718,000 | +218.8% | 659,698 | +228.4% | 0.01% | +150.0% |
| Q1 2018 | $6,186,000 | +65.1% | 200,852 | +64.5% | 0.00% | +100.0% |
| Q4 2017 | $3,746,000 | +2.2% | 122,081 | -0.5% | 0.00% | 0.0% |
| Q3 2017 | $3,664,000 | +57.3% | 122,670 | +48.9% | 0.00% | 0.0% |
| Q2 2017 | $2,330,000 | +5.6% | 82,361 | -1.9% | 0.00% | 0.0% |
| Q1 2017 | $2,207,000 | +8.8% | 83,972 | -1.0% | 0.00% | 0.0% |
| Q4 2016 | $2,029,000 | – | 84,807 | – | 0.00% | – |
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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% |