WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 55 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,114 | -2.7% | 13,745 | +4.5% | 0.24% | +1.3% |
| Q2 2023 | $452,388 | -7.4% | 13,147 | -8.9% | 0.23% | -11.4% |
| Q1 2023 | $488,575 | +12.8% | 14,425 | +1.9% | 0.26% | +6.5% |
| Q4 2022 | $433,223 | +4.4% | 14,153 | -10.4% | 0.25% | -4.6% |
| Q3 2022 | $415,000 | -14.1% | 15,787 | -3.3% | 0.26% | -10.1% |
| Q2 2022 | $483,000 | -26.8% | 16,319 | -9.8% | 0.29% | -10.6% |
| Q1 2022 | $660,000 | -5.6% | 18,098 | +3.3% | 0.32% | -20.1% |
| Q4 2021 | $699,000 | +42.7% | 17,513 | +36.1% | 0.40% | +31.3% |
| Q3 2021 | $490,000 | +14.2% | 12,872 | +19.3% | 0.31% | +13.7% |
| Q2 2021 | $429,000 | +43.5% | 10,788 | +33.7% | 0.27% | +38.5% |
| Q1 2021 | $299,000 | +28.3% | 8,070 | +26.3% | 0.20% | +19.6% |
| Q4 2020 | $233,000 | – | 6,389 | – | 0.16% | – |
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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% |