WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 60 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,976,596 | +2.5% | 936,184 | +10.1% | 0.02% | 0.0% |
| Q2 2023 | $29,257,685 | +90.8% | 850,267 | +87.8% | 0.02% | +75.0% |
| Q1 2023 | $15,333,497 | +57.9% | 452,716 | +42.7% | 0.01% | +50.0% |
| Q4 2022 | $9,712,844 | +23.8% | 317,310 | +6.4% | 0.01% | 0.0% |
| Q3 2022 | $7,844,000 | -5.1% | 298,134 | +6.9% | 0.01% | 0.0% |
| Q2 2022 | $8,263,000 | -12.6% | 278,961 | +7.7% | 0.01% | 0.0% |
| Q1 2022 | $9,450,000 | +9.0% | 258,964 | +19.2% | 0.01% | +14.3% |
| Q4 2021 | $8,667,000 | +24.4% | 217,270 | +18.7% | 0.01% | 0.0% |
| Q3 2021 | $6,968,000 | +5.8% | 182,985 | +10.6% | 0.01% | 0.0% |
| Q2 2021 | $6,588,000 | +298.3% | 165,517 | +271.0% | 0.01% | +250.0% |
| Q1 2021 | $1,654,000 | +29.5% | 44,617 | +27.6% | 0.00% | 0.0% |
| Q4 2020 | $1,277,000 | +64.8% | 34,980 | +47.2% | 0.00% | +100.0% |
| Q3 2020 | $775,000 | +27.9% | 23,766 | +18.3% | 0.00% | 0.0% |
| Q2 2020 | $606,000 | +57.4% | 20,089 | +33.6% | 0.00% | 0.0% |
| Q1 2020 | $385,000 | +65.9% | 15,033 | +106.9% | 0.00% | – |
| Q4 2019 | $232,000 | +14.9% | 7,266 | +3.3% | 0.00% | – |
| Q3 2019 | $202,000 | -24.9% | 7,033 | -23.8% | 0.00% | -100.0% |
| Q2 2019 | $269,000 | -14.9% | 9,225 | -16.1% | 0.00% | 0.0% |
| Q1 2019 | $316,000 | -0.3% | 10,991 | -13.0% | 0.00% | 0.0% |
| Q4 2018 | $317,000 | +4.6% | 12,637 | +23.2% | 0.00% | 0.0% |
| Q3 2018 | $303,000 | +6.3% | 10,258 | +7.4% | 0.00% | 0.0% |
| Q2 2018 | $285,000 | – | 9,549 | – | 0.00% | – |
Download | ||||||
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% |