WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 19 filers reported holding WISDOMTREE TR in Q4 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 ↓ |
|---|---|---|---|
| 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% |