WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 14 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $553 | -1.4% | 14,897 | +1.1% | 0.00% | 0.0% |
| Q1 2024 | $561 | -3.8% | 14,731 | -8.3% | 0.00% | 0.0% |
| Q4 2023 | $583 | +4.5% | 16,062 | -7.9% | 0.00% | -50.0% |
| Q3 2023 | $558 | -8.4% | 17,435 | -1.5% | 0.00% | 0.0% |
| Q2 2023 | $609 | +7.0% | 17,693 | +5.4% | 0.00% | 0.0% |
| Q1 2023 | $569 | +12.2% | 16,786 | +1.3% | 0.00% | 0.0% |
| Q4 2022 | $507 | -99.9% | 16,566 | -19.7% | 0.00% | 0.0% |
| Q3 2022 | $543,000 | -11.1% | 20,634 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $611,000 | -18.2% | 20,634 | +0.7% | 0.00% | 0.0% |
| Q1 2022 | $747,000 | -5.1% | 20,484 | +3.9% | 0.00% | 0.0% |
| Q4 2021 | $787,000 | +3.1% | 19,724 | -1.6% | 0.00% | -33.3% |
| Q3 2021 | $763,000 | -5.3% | 20,049 | -1.0% | 0.00% | +50.0% |
| Q2 2021 | $806,000 | +19.2% | 20,253 | +11.1% | 0.00% | 0.0% |
| Q1 2021 | $676,000 | +27.3% | 18,230 | +25.4% | 0.00% | 0.0% |
| Q4 2020 | $531,000 | +15.4% | 14,538 | +3.0% | 0.00% | 0.0% |
| Q3 2020 | $460,000 | +9.3% | 14,121 | +1.2% | 0.00% | 0.0% |
| Q2 2020 | $421,000 | -4.3% | 13,950 | -18.8% | 0.00% | 0.0% |
| Q1 2020 | $440,000 | +18.9% | 17,190 | +48.6% | 0.00% | 0.0% |
| Q4 2019 | $370,000 | +84.1% | 11,569 | +67.6% | 0.00% | +100.0% |
| Q2 2019 | $201,000 | -1.5% | 6,902 | -2.7% | 0.00% | 0.0% |
| Q1 2019 | $204,000 | -15.4% | 7,092 | -13.0% | 0.00% | 0.0% |
| Q3 2018 | $241,000 | +3.0% | 8,154 | +4.4% | 0.00% | 0.0% |
| Q2 2018 | $234,000 | – | 7,814 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 239,478 | $9,114,533 | 4.91% |
| CGN Advisors LLC | 740,826 | $28,195,831 | 3.58% |
| SPC Financial, Inc. | 961,455 | $36,592,983 | 3.44% |
| One Capital Management, LLC | 2,404,591 | $91,518,733 | 3.32% |
| Hennion & Walsh Asset Management, Inc. | 1,265,044 | $48,147,572 | 2.57% |
| Trilogy Capital Inc. | 1,067,762 | $40,639,037 | 2.34% |
| FFG RETIREMENT ADVISORS LLC | 82,420 | $3,136,905 | 2.21% |
| Revolve Wealth Partners, LLC | 318,721 | $12,130,515 | 2.07% |
| FSA Advisors, Inc. | 29,664 | $1,129,012 | 1.21% |
| Security Financial Services, INC. | 115,908 | $4,411,458 | 1.00% |