Capital Analysts, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 22 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$1,940
-3.3%
52,293
-0.8%
0.09%
-8.5%
Q1 2024$2,006
+10.8%
52,716
+5.6%
0.09%
+3.3%
Q4 2023$1,811
+10.7%
49,935
-2.3%
0.09%0.0%
Q3 2023$1,636
+5.8%
51,105
+13.8%
0.09%
+5.8%
Q2 2023$1,546
+7.5%
44,920
+5.8%
0.09%
+4.9%
Q1 2023$1,438
+7.6%
42,450
-2.8%
0.08%0.0%
Q4 2022$1,337
-99.9%
43,690
-15.4%
0.08%
-12.8%
Q3 2022$1,359,000
+17.0%
51,665
+31.7%
0.09%
+16.0%
Q2 2022$1,162,000
-19.2%
39,240
-0.5%
0.08%
-11.0%
Q1 2022$1,439,000
-10.4%
39,435
-2.0%
0.09%
-6.2%
Q4 2021$1,606,000
+15.5%
40,250
+10.2%
0.10%
+6.6%
Q3 2021$1,391,000
+2.3%
36,532
+6.9%
0.09%0.0%
Q2 2021$1,360,000
+10.9%
34,160
+3.3%
0.09%
+7.1%
Q1 2021$1,226,000
+9.8%
33,065
+8.1%
0.08%
-13.3%
Q4 2020$1,117,000
+3.1%
30,600
-7.9%
0.10%
-4.9%
Q3 2020$1,083,000
+15.7%
33,225
+7.0%
0.10%
+5.1%
Q2 2020$936,000
+22.5%
31,040
+4.1%
0.10%
+4.3%
Q1 2020$764,000
-11.6%
29,830
+10.3%
0.09%
+10.6%
Q4 2019$864,000
+10.9%
27,055
-0.0%
0.08%
+3.7%
Q3 2019$779,000
+1.4%
27,065
+2.9%
0.08%
-2.4%
Q2 2019$768,000
+1.6%
26,3150.0%0.08%
-3.4%
Q1 2019$756,000
+40.5%
26,315
+22.7%
0.09%
+22.5%
Q4 2018$538,000
-99.1%
21,450
+436.2%
0.07%
+914.3%
Q3 2018$59,199,000
+98565.0%
4,000
+100.0%
0.01%0.0%
Q2 2018$60,0002,0000.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
INVENIO WEALTH PARTNERS LLC 239,478$9,114,5334.91%
CGN Advisors LLC 740,826$28,195,8313.58%
SPC Financial, Inc. 961,455$36,592,9833.44%
One Capital Management, LLC 2,404,591$91,518,7333.32%
Hennion & Walsh Asset Management, Inc. 1,265,044$48,147,5722.57%
Trilogy Capital Inc. 1,067,762$40,639,0372.34%
FFG RETIREMENT ADVISORS LLC 82,420$3,136,9052.21%
Revolve Wealth Partners, LLC 318,721$12,130,5152.07%
FSA Advisors, Inc. 29,664$1,129,0121.21%
Security Financial Services, INC. 115,908$4,411,4581.00%
View complete list of WISDOMTREE TR shareholders