WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 14 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 190,224 | $5,005,000 | 3.89% |
| One Capital Management, LLC | 1,695,744 | $44,615,000 | 2.63% |
| CGN Advisors LLC | 320,389 | $8,429,000 | 2.11% |
| STRINGER ASSET MANAGEMENT, LLC | 39,563 | $1,042,000 | 1.62% |
| Cornerstone Wealth Management, LLC | 491,964 | $12,944,000 | 1.44% |
| JOURNEY STRATEGIC WEALTH LLC | 238,013 | $6,262,000 | 0.84% |
| Kathmere Capital Management, LLC | 152,444 | $4,011,000 | 0.80% |
| Empirical Asset Management, LLC | 20,097 | $529,000 | 0.58% |
| Revolve Wealth Partners, LLC | 47,872 | $1,260,000 | 0.42% |
| Mendel Money Management | 15,787 | $415,000 | 0.26% |