UBS Group AG - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 35 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UBS Group AG ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$11,127,078
+99.5%
347,504
+114.4%
0.00%
+100.0%
Q2 2023$5,576,829
+32704.9%
162,070
+25066.1%
0.00%
Q3 2022$17,000
+1600.0%
644
+3120.0%
0.00%
Q4 2021$1,000
-95.5%
20
-96.4%
0.00%
Q2 2021$22,000
-24.1%
553
-37.4%
0.00%
Q3 2020$29,000
-39.6%
883
-52.8%
0.00%
Q1 2020$48,000
+108.7%
1,872
+163.3%
0.00%
Q4 2019$23,000
-76.8%
711
-79.4%
0.00%
Q3 2019$99,000
+1880.0%
3,455
+1728.0%
0.00%
Q1 2019$5,000
-84.4%
189
-82.6%
0.00%
Q3 2018$32,000
+700.0%
1,089
+731.3%
0.00%
Q1 2018$4,000
-93.1%
131
-93.1%
0.00%
Q4 2017$58,000
+31.8%
1,886
+28.0%
0.00%
Q3 2017$44,000
+41.9%
1,474
+34.0%
0.00%
Q2 2017$31,0001,1000.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
One Capital Management, LLC 1,420,875$51,847,0002.74%
Cornerstone Wealth Management, LLC 423,680$15,460,0001.50%
CGN Advisors LLC 156,987$5,728,0001.43%
STRINGER ASSET MANAGEMENT, LLC 21,267$776,0001.33%
Empirical Asset Management, LLC 29,287$1,069,0001.02%
Mendel Money Management 18,098$660,0000.32%
Sharkey, Howes & Javer 30,056$1,097,0000.25%
Astoria Portfolio Advisors LLC. 7,391$270,0000.21%
OLD MISSION CAPITAL LLC 191,868$7,001,0000.20%
Lansing Street Advisors 8,315$301,0000.19%
View complete list of WISDOMTREE TR shareholders