WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 88 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,647 | -8.1% | 7,922 | -1.2% | 0.00% | 0.0% |
| Q2 2023 | $276,054 | +8.3% | 8,022 | +14.8% | 0.00% | 0.0% |
| Q1 2022 | $255,000 | -27.8% | 6,990 | -21.0% | 0.00% | 0.0% |
| Q4 2021 | $353,000 | +26.1% | 8,844 | +20.5% | 0.00% | 0.0% |
| Q3 2021 | $280,000 | -4.1% | 7,340 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $292,000 | +7.4% | 7,340 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $272,000 | -8.1% | 7,340 | -9.5% | 0.00% | 0.0% |
| Q4 2020 | $296,000 | +3.9% | 8,110 | -7.2% | 0.00% | 0.0% |
| Q3 2020 | $285,000 | +19.7% | 8,740 | +10.8% | 0.00% | 0.0% |
| Q2 2020 | $238,000 | – | 7,890 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 1,978,713 | $69,096,676 | 4.40% |
| SPC Financial, Inc. | 921,802 | $31,719,220 | 3.43% |
| One Capital Management, LLC | 2,149,279 | $73,956,690 | 3.34% |
| CGN Advisors LLC | 613,497 | $21,110,449 | 3.03% |
| Hennion & Walsh Asset Management, Inc. | 1,235,184 | $42,503 | 2.52% |
| Cornerstone Wealth Management, LLC | 494,520 | $17,016,445 | 1.52% |
| KLR INVESTMENT ADVISORS, LLC | 39,649 | $1,364,336 | 1.12% |
| INVENIO WEALTH PARTNERS LLC | 22,629 | $778,664 | 0.88% |
| JOURNEY STRATEGIC WEALTH LLC | 463,339 | $15,943,481 | 0.72% |
| Kathmere Capital Management, LLC | 129,347 | $4,450,830 | 0.69% |