WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 94 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $448,648 | +6.6% | 14,011 | +14.6% | 0.01% | 0.0% |
| Q2 2023 | $420,833 | +9.8% | 12,230 | +8.0% | 0.01% | +16.7% |
| Q1 2023 | $383,367 | +29.0% | 11,319 | +16.6% | 0.01% | +20.0% |
| Q4 2022 | $297,131 | +22.8% | 9,707 | +5.7% | 0.01% | -16.7% |
| Q3 2022 | $242,000 | -59.6% | 9,184 | -54.6% | 0.01% | -57.1% |
| Q2 2022 | $599,000 | -38.4% | 20,234 | -24.1% | 0.01% | -26.3% |
| Q1 2022 | $973,000 | -0.7% | 26,672 | +8.6% | 0.02% | -5.0% |
| Q4 2021 | $980,000 | +20.5% | 24,571 | +15.1% | 0.02% | +25.0% |
| Q3 2021 | $813,000 | -1.2% | 21,343 | +3.2% | 0.02% | -15.8% |
| Q2 2021 | $823,000 | +212.9% | 20,686 | +191.5% | 0.02% | +171.4% |
| Q1 2021 | $263,000 | +17.9% | 7,097 | +3.8% | 0.01% | -12.5% |
| Q3 2020 | $223,000 | -79.3% | 6,839 | -80.9% | 0.01% | -82.6% |
| Q2 2020 | $1,078,000 | -45.3% | 35,754 | -53.6% | 0.05% | -56.6% |
| Q1 2020 | $1,972,000 | -24.9% | 77,015 | -6.4% | 0.11% | -5.4% |
| Q4 2019 | $2,627,000 | +164.6% | 82,292 | +138.3% | 0.11% | +154.5% |
| Q3 2019 | $993,000 | +67.2% | 34,533 | +68.6% | 0.04% | +69.2% |
| Q2 2019 | $594,000 | – | 20,482 | – | 0.03% | – |
Download | ||||||
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% |