WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 73 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $40 | -99.9% | 1,302 | +4.9% | 0.00% | 0.0% |
| Q3 2022 | $38,000 | +15.2% | 1,241 | +16.3% | 0.00% | 0.0% |
| Q2 2022 | $33,000 | 0.0% | 1,067 | 0.0% | 0.00% | – |
| Q1 2022 | $33,000 | – | 1,067 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | -100.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 2 | -99.6% | 0.00% | -100.0% |
| Q3 2020 | $17,000 | 0.0% | 565 | +0.2% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | +6.2% | 564 | +0.9% | 0.00% | -50.0% |
| Q1 2020 | $16,000 | – | 559 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 1,599,330 | $60,902,000 | 5.04% |
| New England Investment & Retirement Group, Inc. | 300,616 | $11,447,000 | 2.64% |
| Cornerstone Wealth Management, LLC | 362,948 | $13,821,000 | 1.47% |
| CGN Advisors LLC | 114,128 | $4,346,000 | 1.42% |
| STRINGER ASSET MANAGEMENT, LLC | 35,905 | $1,367,000 | 1.28% |
| Sharkey, Howes & Javer | 89,779 | $3,419,000 | 0.88% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 55,127 | $2,099,000 | 0.39% |
| Mendel Money Management | 12,872 | $490,000 | 0.31% |
| Princeton Global Asset Management LLC | 11,080 | $422,000 | 0.13% |
| Triumph Capital Management | 6,153 | $234,000 | 0.11% |