WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 62 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,664,563 | -32.3% | 51,985 | -27.3% | 0.14% | -32.0% |
| Q2 2023 | $2,459,074 | +4.0% | 71,464 | +2.4% | 0.20% | -9.0% |
| Q1 2023 | $2,363,408 | +67.8% | 69,779 | +51.6% | 0.22% | +54.9% |
| Q4 2022 | $1,408,860 | +5.8% | 46,026 | -9.0% | 0.14% | -6.5% |
| Q3 2022 | $1,331,000 | +41.0% | 50,571 | +58.8% | 0.15% | +45.3% |
| Q2 2022 | $944,000 | -8.3% | 31,855 | +12.8% | 0.11% | +7.1% |
| Q1 2022 | $1,030,000 | -38.0% | 28,234 | -32.2% | 0.10% | -36.9% |
| Q4 2021 | $1,661,000 | +138.6% | 41,628 | +138.1% | 0.16% | +109.3% |
| Q3 2021 | $696,000 | 0.0% | 17,485 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $696,000 | +27.0% | 17,485 | +18.4% | 0.08% | +21.0% |
| Q1 2021 | $548,000 | +137.2% | 14,768 | +133.0% | 0.06% | +113.8% |
| Q4 2020 | $231,000 | – | 6,339 | – | 0.03% | – |
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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% |