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 | $6,180,895 | +11.0% | 193,032 | +19.3% | 0.04% | 0.0% |
| Q2 2023 | $5,568,897 | +24.9% | 161,840 | +23.0% | 0.04% | +18.2% |
| Q1 2023 | $4,457,748 | +180.4% | 131,613 | +153.4% | 0.03% | +153.8% |
| Q4 2022 | $1,589,573 | +187.4% | 51,930 | +147.1% | 0.01% | +85.7% |
| Q3 2022 | $553,000 | +3586.7% | 21,012 | +4102.4% | 0.01% | – |
| Q2 2020 | $15,000 | – | 500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 162,098 | $5,190,378 | 4.72% |
| Trilogy Capital Inc. | 2,086,197 | $66,800,040 | 4.52% |
| Hibernia Wealth Partners, LLC | 142,176 | $4,552,484 | 3.52% |
| SPC Financial, Inc. | 935,634 | $29,958,986 | 3.36% |
| One Capital Management, LLC | 2,277,608 | $72,929,008 | 3.24% |
| CGN Advisors LLC | 643,753 | $20,612,970 | 2.77% |
| Hennion & Walsh Asset Management, Inc. | 1,281,078 | $41,020,118 | 2.62% |
| Cornerstone Wealth Management, LLC | 502,069 | $16,076,541 | 1.52% |
| Security Financial Services, INC. | 157,392 | $5,039,692 | 1.42% |
| KLR INVESTMENT ADVISORS, LLC | 39,622 | $1,341,997 | 1.22% |