WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 54 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,726,213 | +1178.3% | 137,350 | +1158.2% | 0.10% | +1357.1% |
| Q1 2023 | $369,724 | -81.9% | 10,916 | -83.6% | 0.01% | -87.9% |
| Q4 2022 | $2,042,329 | +113.6% | 66,721 | +83.6% | 0.06% | +93.3% |
| Q3 2022 | $956,000 | -86.3% | 36,341 | -81.1% | 0.03% | -84.8% |
| Q1 2022 | $7,001,000 | +756.9% | 191,868 | +837.1% | 0.20% | +479.4% |
| Q4 2021 | $817,000 | +4.7% | 20,475 | 0.0% | 0.03% | +6.2% |
| Q3 2021 | $780,000 | – | 20,475 | – | 0.03% | – |
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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% |