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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,531,000 | -5.0% | 47,647 | +1.7% | 0.00% | 0.0% |
| Q2 2023 | $1,612,000 | +80.7% | 46,837 | +77.6% | 0.00% | +50.0% |
| Q1 2023 | $892,000 | +11.1% | 26,372 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $803,000 | +11.4% | 26,261 | -4.5% | 0.00% | 0.0% |
| Q3 2022 | $721,000 | -7.0% | 27,509 | +4.8% | 0.00% | 0.0% |
| Q2 2022 | $775,000 | -19.8% | 26,253 | -0.7% | 0.00% | 0.0% |
| Q1 2022 | $966,000 | +39.8% | 26,433 | +52.4% | 0.00% | 0.0% |
| Q4 2021 | $691,000 | +2.8% | 17,340 | -1.4% | 0.00% | 0.0% |
| Q3 2021 | $672,000 | -7.9% | 17,587 | -4.0% | 0.00% | 0.0% |
| Q2 2021 | $730,000 | – | 18,326 | – | 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% |