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 | $3,067,723 | -66.5% | 95,770 | -64.0% | 0.01% | -68.8% |
| Q2 2023 | $9,151,739 | +535.8% | 265,960 | +526.0% | 0.02% | +433.3% |
| Q1 2023 | $1,439,347 | +8.5% | 42,489 | -2.0% | 0.00% | 0.0% |
| Q4 2022 | $1,327,000 | -42.4% | 43,359 | -50.4% | 0.00% | -40.0% |
| Q3 2022 | $2,302,000 | -19.5% | 87,499 | -9.4% | 0.01% | -16.7% |
| Q2 2022 | $2,861,000 | -53.3% | 96,566 | -40.8% | 0.01% | -50.0% |
| Q1 2022 | $6,128,000 | +34.1% | 163,081 | +42.4% | 0.01% | +33.3% |
| Q4 2021 | $4,569,000 | +18.7% | 114,489 | +13.3% | 0.01% | +12.5% |
| Q3 2021 | $3,849,000 | +5.4% | 101,016 | +10.1% | 0.01% | 0.0% |
| Q2 2021 | $3,651,000 | +91.5% | 91,723 | +78.3% | 0.01% | +60.0% |
| Q1 2021 | $1,907,000 | +1.7% | 51,442 | +0.1% | 0.01% | 0.0% |
| Q4 2020 | $1,876,000 | -4.1% | 51,376 | -14.7% | 0.01% | -16.7% |
| Q3 2020 | $1,956,000 | +51.3% | 60,197 | +40.4% | 0.01% | +50.0% |
| Q2 2020 | $1,293,000 | +1261.1% | 42,886 | +1070.5% | 0.00% | – |
| Q1 2020 | $95,000 | – | 3,664 | – | 0.00% | – |
Download | ||||||
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% |