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 | $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 ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 162,098 | $5,190,378 | 4.72% |
| Trilogy Capital Inc. | 2,086,197 | $66,800,040 | 4.52% |
| Hibernia Wealth Partners, LLC | 142,176 | $4,552,484 | 3.52% |
| SPC Financial, Inc. | 935,634 | $29,958,986 | 3.36% |
| One Capital Management, LLC | 2,277,608 | $72,929,008 | 3.24% |
| CGN Advisors LLC | 643,753 | $20,612,970 | 2.77% |
| Hennion & Walsh Asset Management, Inc. | 1,281,078 | $41,020,118 | 2.62% |
| Cornerstone Wealth Management, LLC | 502,069 | $16,076,541 | 1.52% |
| Security Financial Services, INC. | 157,392 | $5,039,692 | 1.42% |
| KLR INVESTMENT ADVISORS, LLC | 39,622 | $1,341,997 | 1.22% |