WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 66 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 171,581 | $5,252,090 | 3.57% |
| SPC Financial, Inc. | 912,911 | $27,944,217 | 3.30% |
| One Capital Management, LLC | 1,844,427 | $56,457,910 | 3.01% |
| CGN Advisors LLC | 548,534 | $16,790,614 | 2.96% |
| JOURNEY STRATEGIC WEALTH LLC | 378,089 | $11,573,292 | 1.36% |
| Kathmere Capital Management, LLC | 300,246 | $9,612,218 | 0.82% |
| Revolve Wealth Partners, LLC | 69,591 | $2,130,192 | 0.61% |
| Empirical Asset Management, LLC | 18,517 | $566,797 | 0.60% |
| KLR INVESTMENT ADVISORS, LLC | 10,558 | $323,190 | 0.27% |
| Mendel Money Management | 14,153 | $433,223 | 0.25% |