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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |