WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 60 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,312,596 | -29.7% | 40,993 | -24.4% | 0.00% | – |
| Q2 2023 | $1,866,639 | +66.2% | 54,247 | +47.8% | 0.00% | – |
| Q4 2022 | $1,123,203 | +41.8% | 36,694 | +21.9% | 0.00% | – |
| Q3 2022 | $792,000 | +210.6% | 30,102 | +250.2% | 0.00% | – |
| Q2 2022 | $255,000 | -90.0% | 8,595 | -87.7% | 0.00% | -100.0% |
| Q1 2022 | $2,556,000 | -19.7% | 70,052 | -12.2% | 0.00% | 0.0% |
| Q4 2021 | $3,183,000 | +17.2% | 79,799 | +17.0% | 0.00% | 0.0% |
| Q2 2021 | $2,715,000 | +57.5% | 68,218 | +46.7% | 0.00% | – |
| Q1 2021 | $1,724,000 | -63.2% | 46,500 | -63.8% | 0.00% | -100.0% |
| Q4 2020 | $4,683,000 | +392.4% | 128,279 | +306.8% | 0.00% | – |
| Q2 2020 | $951,000 | +170.9% | 31,537 | +130.2% | 0.00% | – |
| Q1 2020 | $351,000 | -42.6% | 13,697 | -35.5% | 0.00% | – |
| Q3 2019 | $611,000 | -72.7% | 21,220 | -76.3% | 0.00% | -100.0% |
| Q4 2018 | $2,242,000 | – | 89,352 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 1,599,330 | $60,902,000 | 5.04% |
| New England Investment & Retirement Group, Inc. | 300,616 | $11,447,000 | 2.64% |
| Cornerstone Wealth Management, LLC | 362,948 | $13,821,000 | 1.47% |
| CGN Advisors LLC | 114,128 | $4,346,000 | 1.42% |
| STRINGER ASSET MANAGEMENT, LLC | 35,905 | $1,367,000 | 1.28% |
| Sharkey, Howes & Javer | 89,779 | $3,419,000 | 0.88% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 55,127 | $2,099,000 | 0.39% |
| Mendel Money Management | 12,872 | $490,000 | 0.31% |
| Princeton Global Asset Management LLC | 11,080 | $422,000 | 0.13% |
| Triumph Capital Management | 6,153 | $234,000 | 0.11% |