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 | $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 ↓ |
|---|---|---|---|
| One Capital Management, LLC | 1,420,875 | $51,847,000 | 2.74% |
| Cornerstone Wealth Management, LLC | 423,680 | $15,460,000 | 1.50% |
| CGN Advisors LLC | 156,987 | $5,728,000 | 1.43% |
| STRINGER ASSET MANAGEMENT, LLC | 21,267 | $776,000 | 1.33% |
| Empirical Asset Management, LLC | 29,287 | $1,069,000 | 1.02% |
| Mendel Money Management | 18,098 | $660,000 | 0.32% |
| Sharkey, Howes & Javer | 30,056 | $1,097,000 | 0.25% |
| Astoria Portfolio Advisors LLC. | 7,391 | $270,000 | 0.21% |
| OLD MISSION CAPITAL LLC | 191,868 | $7,001,000 | 0.20% |
| Lansing Street Advisors | 8,315 | $301,000 | 0.19% |