WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 94 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 190,224 | $5,005,000 | 3.89% |
| One Capital Management, LLC | 1,695,744 | $44,615,000 | 2.63% |
| CGN Advisors LLC | 320,389 | $8,429,000 | 2.11% |
| STRINGER ASSET MANAGEMENT, LLC | 39,563 | $1,042,000 | 1.62% |
| Cornerstone Wealth Management, LLC | 491,964 | $12,944,000 | 1.44% |
| JOURNEY STRATEGIC WEALTH LLC | 238,013 | $6,262,000 | 0.84% |
| Kathmere Capital Management, LLC | 152,444 | $4,011,000 | 0.80% |
| Empirical Asset Management, LLC | 20,097 | $529,000 | 0.58% |
| Revolve Wealth Partners, LLC | 47,872 | $1,260,000 | 0.42% |
| Mendel Money Management | 15,787 | $415,000 | 0.26% |