WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 73 filers reported holding WISDOMTREE TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 171,581 | $5,252,090 | 3.57% |
| SPC Financial, Inc. | 912,911 | $27,944,217 | 3.30% |
| One Capital Management, LLC | 1,844,427 | $56,457,910 | 3.01% |
| CGN Advisors LLC | 548,534 | $16,790,614 | 2.96% |
| JOURNEY STRATEGIC WEALTH LLC | 378,089 | $11,573,292 | 1.36% |
| Kathmere Capital Management, LLC | 300,246 | $9,612,218 | 0.82% |
| Revolve Wealth Partners, LLC | 69,591 | $2,130,192 | 0.61% |
| Empirical Asset Management, LLC | 18,517 | $566,797 | 0.60% |
| KLR INVESTMENT ADVISORS, LLC | 10,558 | $323,190 | 0.27% |
| Mendel Money Management | 14,153 | $433,223 | 0.25% |