WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 54 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
Download | ||||||
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% |