WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 63 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $640,952 | -0.7% | 17,281 | +1.9% | 0.30% | +0.3% |
| Q1 2024 | $645,612 | +11.3% | 16,963 | +6.0% | 0.30% | +7.2% |
| Q4 2023 | $580,284 | +31.8% | 15,999 | +16.4% | 0.28% | +18.2% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 239,478 | $9,114,533 | 4.91% |
| CGN Advisors LLC | 740,826 | $28,195,831 | 3.58% |
| SPC Financial, Inc. | 961,455 | $36,592,983 | 3.44% |
| One Capital Management, LLC | 2,404,591 | $91,518,733 | 3.32% |
| Hennion & Walsh Asset Management, Inc. | 1,265,044 | $48,147,572 | 2.57% |
| Trilogy Capital Inc. | 1,067,762 | $40,639,037 | 2.34% |
| FFG RETIREMENT ADVISORS LLC | 82,420 | $3,136,905 | 2.21% |
| Revolve Wealth Partners, LLC | 318,721 | $12,130,515 | 2.07% |
| FSA Advisors, Inc. | 29,664 | $1,129,012 | 1.21% |
| Security Financial Services, INC. | 115,908 | $4,411,458 | 1.00% |