WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 55 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,076,541 | -5.5% | 502,069 | +1.5% | 1.52% | -0.1% |
| Q2 2023 | $17,016,445 | +2.7% | 494,520 | +1.1% | 1.52% | -6.6% |
| Q1 2023 | $16,567,701 | +28.0% | 489,156 | -0.6% | 1.63% | +12.9% |
| Q3 2022 | $12,944,000 | -12.8% | 491,964 | -1.8% | 1.44% | -12.4% |
| Q2 2022 | $14,836,000 | -4.0% | 500,876 | +18.2% | 1.64% | +9.5% |
| Q1 2022 | $15,460,000 | +0.1% | 423,680 | +9.3% | 1.50% | +2.0% |
| Q4 2021 | $15,438,000 | +11.7% | 387,554 | +6.8% | 1.47% | +0.1% |
| Q3 2021 | $13,821,000 | +4.2% | 362,948 | +8.9% | 1.47% | +5.3% |
| Q2 2021 | $13,260,000 | – | 333,176 | – | 1.40% | – |
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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% |