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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $25,000 | -10.7% | 785 | -20.3% | 0.00% | – |
| Q3 2019 | $28,000 | -9.7% | 985 | -6.6% | 0.00% | – |
| Q2 2019 | $31,000 | 0.0% | 1,055 | -2.8% | 0.00% | – |
| Q1 2019 | $31,000 | +14.8% | 1,085 | 0.0% | 0.00% | – |
| Q4 2018 | $27,000 | -25.0% | 1,085 | -10.7% | 0.00% | – |
| Q3 2018 | $36,000 | -45.5% | 1,215 | -44.8% | 0.00% | -100.0% |
| Q2 2018 | $66,000 | -76.9% | 2,203 | -76.3% | 0.00% | -75.0% |
| Q1 2018 | $286,000 | +2.9% | 9,277 | +2.3% | 0.00% | 0.0% |
| Q4 2017 | $278,000 | +44.0% | 9,070 | +40.3% | 0.00% | +33.3% |
| Q3 2017 | $193,000 | +394.9% | 6,465 | +375.0% | 0.00% | +200.0% |
| Q2 2017 | $39,000 | – | 1,361 | – | 0.00% | – |
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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% |