WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 55 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,733,161 | -3.8% | 303,971 | +3.4% | 0.00% | 0.0% |
| Q2 2023 | $10,114,354 | +2.5% | 293,936 | +0.9% | 0.00% | -20.0% |
| Q1 2023 | $9,868,652 | +37.5% | 291,369 | +24.3% | 0.01% | +25.0% |
| Q4 2022 | $7,174,725 | +18.0% | 234,392 | +1.4% | 0.00% | +33.3% |
| Q3 2022 | $6,082,000 | -6.1% | 231,150 | +5.7% | 0.00% | -25.0% |
| Q2 2022 | $6,478,000 | -60.3% | 218,707 | -51.1% | 0.00% | -50.0% |
| Q1 2022 | $16,325,000 | +85.4% | 447,386 | +102.6% | 0.01% | +100.0% |
| Q4 2021 | $8,807,000 | +20.5% | 220,783 | +15.1% | 0.00% | 0.0% |
| Q3 2021 | $7,306,000 | -1.9% | 191,862 | +2.6% | 0.00% | 0.0% |
| Q2 2021 | $7,445,000 | +16.1% | 187,054 | +8.2% | 0.00% | 0.0% |
| Q1 2021 | $6,413,000 | +4.8% | 172,956 | +3.2% | 0.00% | -20.0% |
| Q4 2020 | $6,121,000 | -56.3% | 167,659 | -60.9% | 0.01% | -58.3% |
| Q3 2020 | $13,995,000 | +4.2% | 429,198 | -3.6% | 0.01% | -7.7% |
| Q2 2020 | $13,427,000 | +257.9% | 445,334 | +204.0% | 0.01% | +225.0% |
| Q1 2020 | $3,752,000 | +3.2% | 146,505 | +28.7% | 0.00% | 0.0% |
| Q4 2019 | $3,637,000 | +11.8% | 113,848 | +0.8% | 0.00% | 0.0% |
| Q3 2019 | $3,252,000 | +14.4% | 112,940 | +16.0% | 0.00% | 0.0% |
| Q2 2019 | $2,842,000 | +61.5% | 97,392 | +59.0% | 0.00% | +100.0% |
| Q1 2019 | $1,760,000 | – | 61,250 | – | 0.00% | – |
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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% |