WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 62 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 | ||||
|---|---|---|---|---|---|---|
| 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 | $31,000 | – | 1,100 | – | 0.00% | – |
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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% |