WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 35 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30 | -6.2% | 926 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $32 | +3.2% | 926 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $31 | +10.7% | 926 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $28 | -99.9% | 926 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $24,000 | -11.1% | 926 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $27,000 | -20.6% | 926 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $34,000 | -8.1% | 926 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $37,000 | 0.0% | 926 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $37,000 | +8.8% | 926 | 0.0% | 0.01% | +16.7% |
| Q1 2021 | $34,000 | 0.0% | 926 | 0.0% | 0.01% | -25.0% |
| Q4 2020 | $34,000 | +13.3% | 926 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $30,000 | +7.1% | 926 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $28,000 | +16.7% | 926 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $24,000 | – | 926 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 1,599,330 | $60,902,000 | 5.04% |
| New England Investment & Retirement Group, Inc. | 300,616 | $11,447,000 | 2.64% |
| Cornerstone Wealth Management, LLC | 362,948 | $13,821,000 | 1.47% |
| CGN Advisors LLC | 114,128 | $4,346,000 | 1.42% |
| STRINGER ASSET MANAGEMENT, LLC | 35,905 | $1,367,000 | 1.28% |
| Sharkey, Howes & Javer | 89,779 | $3,419,000 | 0.88% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 55,127 | $2,099,000 | 0.39% |
| Mendel Money Management | 12,872 | $490,000 | 0.31% |
| Princeton Global Asset Management LLC | 11,080 | $422,000 | 0.13% |
| Triumph Capital Management | 6,153 | $234,000 | 0.11% |