Sowell Financial Services LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 88 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$449,000
-9.1%
14,025
-2.2%
0.03%0.0%
Q2 2023$494,000
+105006.4%
14,347
-6.5%
0.03%
-6.7%
Q4 2022$47015,3390.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Trilogy Capital Inc. 1,978,713$69,096,6764.40%
SPC Financial, Inc. 921,802$31,719,2203.43%
One Capital Management, LLC 2,149,279$73,956,6903.34%
CGN Advisors LLC 613,497$21,110,4493.03%
Hennion & Walsh Asset Management, Inc. 1,235,184$42,5032.52%
Cornerstone Wealth Management, LLC 494,520$17,016,4451.52%
KLR INVESTMENT ADVISORS, LLC 39,649$1,364,3361.12%
INVENIO WEALTH PARTNERS LLC 22,629$778,6640.88%
JOURNEY STRATEGIC WEALTH LLC 463,339$15,943,4810.72%
Kathmere Capital Management, LLC 129,347$4,450,8300.69%
View complete list of WISDOMTREE TR shareholders