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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,312,638 | -44.3% | 38,147 | -41.0% | 0.00% | – |
| Q1 2022 | $2,358,000 | +100.7% | 64,619 | +109.5% | 0.00% | – |
| Q3 2021 | $1,175,000 | -58.1% | 30,849 | -56.2% | 0.00% | – |
| Q2 2021 | $2,805,000 | +17.5% | 70,476 | +9.4% | 0.00% | – |
| Q1 2021 | $2,388,000 | +878.7% | 64,403 | +577.1% | 0.00% | – |
| Q1 2020 | $244,000 | -26.9% | 9,512 | -12.6% | 0.00% | – |
| Q4 2017 | $334,000 | – | 10,886 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 1,420,875 | $51,847,000 | 2.74% |
| Cornerstone Wealth Management, LLC | 423,680 | $15,460,000 | 1.50% |
| CGN Advisors LLC | 156,987 | $5,728,000 | 1.43% |
| STRINGER ASSET MANAGEMENT, LLC | 21,267 | $776,000 | 1.33% |
| Empirical Asset Management, LLC | 29,287 | $1,069,000 | 1.02% |
| Mendel Money Management | 18,098 | $660,000 | 0.32% |
| Sharkey, Howes & Javer | 30,056 | $1,097,000 | 0.25% |
| Astoria Portfolio Advisors LLC. | 7,391 | $270,000 | 0.21% |
| OLD MISSION CAPITAL LLC | 191,868 | $7,001,000 | 0.20% |
| Lansing Street Advisors | 8,315 | $301,000 | 0.19% |