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
| 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 ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 190,224 | $5,005,000 | 3.89% |
| One Capital Management, LLC | 1,695,744 | $44,615,000 | 2.63% |
| CGN Advisors LLC | 320,389 | $8,429,000 | 2.11% |
| STRINGER ASSET MANAGEMENT, LLC | 39,563 | $1,042,000 | 1.62% |
| Cornerstone Wealth Management, LLC | 491,964 | $12,944,000 | 1.44% |
| JOURNEY STRATEGIC WEALTH LLC | 238,013 | $6,262,000 | 0.84% |
| Kathmere Capital Management, LLC | 152,444 | $4,011,000 | 0.80% |
| Empirical Asset Management, LLC | 20,097 | $529,000 | 0.58% |
| Revolve Wealth Partners, LLC | 47,872 | $1,260,000 | 0.42% |
| Mendel Money Management | 15,787 | $415,000 | 0.26% |