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 | $2,173,791 | -7.5% | 67,889 | -0.6% | 0.36% | -3.5% |
| Q2 2023 | $2,350,748 | +80.2% | 68,316 | +77.4% | 0.37% | +69.1% |
| Q1 2023 | $1,304,639 | +49.0% | 38,519 | +34.6% | 0.22% | +41.0% |
| Q4 2022 | $875,729 | +23.7% | 28,609 | +6.3% | 0.16% | +12.2% |
| Q3 2022 | $708,000 | -3.4% | 26,902 | +8.8% | 0.14% | -0.7% |
| Q2 2022 | $733,000 | -8.7% | 24,733 | +12.3% | 0.14% | +4.5% |
| Q1 2022 | $803,000 | +41.9% | 22,015 | +55.2% | 0.13% | +55.8% |
| Q4 2021 | $566,000 | +9333.3% | 14,185 | +6528.5% | 0.09% | +8500.0% |
| Q3 2018 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | – | 214 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 190,224 | $5,005,000 | 3.89% |
| One Capital Management, LLC | 1,695,744 | $44,615,000 | 2.63% |
| CGN Advisors LLC | 320,389 | $8,429,000 | 2.11% |
| STRINGER ASSET MANAGEMENT, LLC | 39,563 | $1,042,000 | 1.62% |
| Cornerstone Wealth Management, LLC | 491,964 | $12,944,000 | 1.44% |
| JOURNEY STRATEGIC WEALTH LLC | 238,013 | $6,262,000 | 0.84% |
| Kathmere Capital Management, LLC | 152,444 | $4,011,000 | 0.80% |
| Empirical Asset Management, LLC | 20,097 | $529,000 | 0.58% |
| Revolve Wealth Partners, LLC | 47,872 | $1,260,000 | 0.42% |
| Mendel Money Management | 15,787 | $415,000 | 0.26% |