WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 54 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 26,315 | 0.0% | 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 | $60,000 | – | 2,000 | – | 0.01% | – |
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% |