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 | $1,209,212 | +6.6% | 37,764 | +14.6% | 0.00% | 0.0% |
| Q2 2023 | $1,134,232 | +3.0% | 32,962 | +1.4% | 0.00% | 0.0% |
| Q1 2023 | $1,101,496 | +57.1% | 32,521 | +41.9% | 0.00% | +100.0% |
| Q4 2022 | $701,314 | +5.0% | 22,911 | -9.7% | 0.00% | 0.0% |
| Q3 2022 | $668,000 | -16.0% | 25,371 | -5.5% | 0.00% | -50.0% |
| Q2 2022 | $795,000 | -18.4% | 26,852 | +0.6% | 0.00% | 0.0% |
| Q1 2022 | $974,000 | -11.0% | 26,694 | -2.7% | 0.00% | 0.0% |
| Q4 2021 | $1,094,000 | -14.1% | 27,422 | -18.0% | 0.00% | -33.3% |
| Q3 2021 | $1,273,000 | +1.1% | 33,433 | +5.7% | 0.00% | 0.0% |
| Q2 2021 | $1,259,000 | +57.6% | 31,632 | +46.8% | 0.00% | +50.0% |
| Q1 2021 | $799,000 | – | 21,552 | – | 0.00% | – |
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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% |