WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 94 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |