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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $20,003,585 | +24.4% | 551,519 | +9.8% | 1.72% | +13.3% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 239,478 | $9,114,533 | 4.91% |
| CGN Advisors LLC | 740,826 | $28,195,831 | 3.58% |
| SPC Financial, Inc. | 961,455 | $36,592,983 | 3.44% |
| One Capital Management, LLC | 2,404,591 | $91,518,733 | 3.32% |
| Hennion & Walsh Asset Management, Inc. | 1,265,044 | $48,147,572 | 2.57% |
| Trilogy Capital Inc. | 1,067,762 | $40,639,037 | 2.34% |
| FFG RETIREMENT ADVISORS LLC | 82,420 | $3,136,905 | 2.21% |
| Revolve Wealth Partners, LLC | 318,721 | $12,130,515 | 2.07% |
| FSA Advisors, Inc. | 29,664 | $1,129,012 | 1.21% |
| Security Financial Services, INC. | 115,908 | $4,411,458 | 1.00% |