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 2021 | $35,000 | +6.1% | 882 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $33,000 | +3.1% | 882 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $32,000 | +10.3% | 882 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $29,000 | +7.4% | 882 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $27,000 | -35.7% | 882 | -46.1% | 0.00% | -50.0% |
| Q1 2020 | $42,000 | -2.3% | 1,636 | +20.7% | 0.00% | +33.3% |
| Q4 2019 | $43,000 | +13.2% | 1,355 | +3.8% | 0.00% | 0.0% |
| Q3 2019 | $38,000 | +18.8% | 1,305 | +19.9% | 0.00% | 0.0% |
| Q2 2019 | $32,000 | -15.8% | 1,088 | -27.9% | 0.00% | -25.0% |
| Q4 2018 | $38,000 | – | 1,510 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 190,224 | $5,005,000 | 3.89% |
| One Capital Management, LLC | 1,695,744 | $44,615,000 | 2.63% |
| CGN Advisors LLC | 320,389 | $8,429,000 | 2.11% |
| STRINGER ASSET MANAGEMENT, LLC | 39,563 | $1,042,000 | 1.62% |
| Cornerstone Wealth Management, LLC | 491,964 | $12,944,000 | 1.44% |
| JOURNEY STRATEGIC WEALTH LLC | 238,013 | $6,262,000 | 0.84% |
| Kathmere Capital Management, LLC | 152,444 | $4,011,000 | 0.80% |
| Empirical Asset Management, LLC | 20,097 | $529,000 | 0.58% |
| Revolve Wealth Partners, LLC | 47,872 | $1,260,000 | 0.42% |
| Mendel Money Management | 15,787 | $415,000 | 0.26% |