WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,010,094 | -6.7% | 187,698 | +0.4% | 0.05% | -3.6% |
| Q2 2023 | $6,439,487 | +79.1% | 186,972 | +76.2% | 0.06% | +64.7% |
| Q1 2023 | $3,594,703 | +1579.4% | 106,133 | +1124.1% | 0.03% | +209.1% |
| Q4 2022 | $214,046 | -23.6% | 8,670 | -18.4% | 0.01% | +266.7% |
| Q3 2022 | $280,000 | -4.4% | 10,628 | +7.4% | 0.00% | 0.0% |
| Q2 2022 | $293,000 | -70.7% | 9,898 | -63.9% | 0.00% | -62.5% |
| Q1 2022 | $999,000 | – | 27,384 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 1,978,713 | $69,096,676 | 4.40% |
| SPC Financial, Inc. | 921,802 | $31,719,220 | 3.43% |
| One Capital Management, LLC | 2,149,279 | $73,956,690 | 3.34% |
| CGN Advisors LLC | 613,497 | $21,110,449 | 3.03% |
| Hennion & Walsh Asset Management, Inc. | 1,235,184 | $42,503 | 2.52% |
| Cornerstone Wealth Management, LLC | 494,520 | $17,016,445 | 1.52% |
| KLR INVESTMENT ADVISORS, LLC | 39,649 | $1,364,336 | 1.12% |
| INVENIO WEALTH PARTNERS LLC | 22,629 | $778,664 | 0.88% |
| JOURNEY STRATEGIC WEALTH LLC | 463,339 | $15,943,481 | 0.72% |
| Kathmere Capital Management, LLC | 129,347 | $4,450,830 | 0.69% |