WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 33 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,929,008 | -1.4% | 2,277,608 | +6.0% | 3.24% | -3.1% |
| Q2 2023 | $73,956,690 | +14.8% | 2,149,279 | +13.0% | 3.34% | +5.6% |
| Q1 2023 | $64,421,756 | +14.1% | 1,902,030 | +3.1% | 3.17% | +5.2% |
| Q4 2022 | $56,457,910 | +26.5% | 1,844,427 | +8.8% | 3.01% | +14.3% |
| Q3 2022 | $44,615,000 | +0.5% | 1,695,744 | +13.1% | 2.63% | 0.0% |
| Q2 2022 | $44,412,000 | -14.3% | 1,499,410 | +5.5% | 2.63% | -4.0% |
| Q1 2022 | $51,847,000 | -11.8% | 1,420,875 | -3.6% | 2.74% | -38.4% |
| Q4 2021 | $58,788,000 | -3.5% | 1,473,756 | -7.9% | 4.45% | -11.6% |
| Q3 2021 | $60,902,000 | +8.7% | 1,599,330 | +13.6% | 5.04% | +1.2% |
| Q2 2021 | $56,030,000 | +22.9% | 1,407,797 | +14.5% | 4.97% | -1.4% |
| Q1 2021 | $45,607,000 | +5.0% | 1,229,975 | +3.4% | 5.04% | -3.4% |
| Q4 2020 | $43,441,000 | +8.1% | 1,189,848 | -3.4% | 5.22% | -4.6% |
| Q3 2020 | $40,177,000 | +11.4% | 1,232,151 | +3.0% | 5.48% | +5.8% |
| Q2 2020 | $36,072,000 | +26.5% | 1,196,404 | +7.4% | 5.18% | +7.0% |
| Q1 2020 | $28,515,000 | -13.4% | 1,113,456 | +8.1% | 4.84% | -4.4% |
| Q4 2019 | $32,915,000 | +17.1% | 1,030,314 | +5.6% | 5.06% | +8.1% |
| Q3 2019 | $28,097,000 | +7.3% | 975,923 | +8.7% | 4.68% | +5.0% |
| Q2 2019 | $26,193,000 | +5.2% | 897,625 | +3.6% | 4.46% | +0.7% |
| Q1 2019 | $24,895,000 | +36.3% | 866,199 | +19.0% | 4.43% | +19.4% |
| Q4 2018 | $18,263,000 | -12.7% | 727,914 | +2.9% | 3.71% | -2.0% |
| Q3 2018 | $20,913,000 | +5.2% | 707,221 | +6.4% | 3.78% | +0.5% |
| Q2 2018 | $19,876,000 | – | 664,982 | – | 3.76% | – |
Download | ||||||
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% |