WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 60 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $599,141 | -5.1% | 18,729 | +1.3% | 0.12% | -1.7% |
| Q2 2023 | $631,112 | +3.4% | 18,486 | +4.9% | 0.12% | -1.7% |
| Q1 2023 | $610,351 | +2.5% | 17,630 | -2.3% | 0.12% | +4.4% |
| Q4 2022 | $595,533 | +24.6% | 18,041 | -0.7% | 0.11% | +2.7% |
| Q3 2022 | $478,000 | -5.5% | 18,166 | +6.3% | 0.11% | +1.8% |
| Q2 2022 | $506,000 | -0.4% | 17,091 | +22.7% | 0.11% | +16.0% |
| Q1 2022 | $508,000 | -7.3% | 13,933 | +1.5% | 0.09% | -2.1% |
| Q4 2021 | $548,000 | +14.6% | 13,730 | +9.4% | 0.10% | +6.7% |
| Q3 2021 | $478,000 | +3.7% | 12,551 | +8.4% | 0.09% | -5.3% |
| Q2 2021 | $461,000 | +15.0% | 11,578 | +7.0% | 0.10% | +15.9% |
| Q1 2021 | $401,000 | -3.4% | 10,823 | -4.7% | 0.08% | -6.8% |
| Q4 2020 | $415,000 | -85.4% | 11,361 | -86.9% | 0.09% | -86.6% |
| Q3 2020 | $2,836,000 | +6.1% | 86,989 | -1.9% | 0.66% | -2.2% |
| Q2 2020 | $2,673,000 | +20.3% | 88,648 | +2.2% | 0.67% | +2.0% |
| Q1 2020 | $2,222,000 | – | 86,771 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 1,420,875 | $51,847,000 | 2.74% |
| Cornerstone Wealth Management, LLC | 423,680 | $15,460,000 | 1.50% |
| CGN Advisors LLC | 156,987 | $5,728,000 | 1.43% |
| STRINGER ASSET MANAGEMENT, LLC | 21,267 | $776,000 | 1.33% |
| Empirical Asset Management, LLC | 29,287 | $1,069,000 | 1.02% |
| Mendel Money Management | 18,098 | $660,000 | 0.32% |
| Sharkey, Howes & Javer | 30,056 | $1,097,000 | 0.25% |
| Astoria Portfolio Advisors LLC. | 7,391 | $270,000 | 0.21% |
| OLD MISSION CAPITAL LLC | 191,868 | $7,001,000 | 0.20% |
| Lansing Street Advisors | 8,315 | $301,000 | 0.19% |