WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 74 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,601,024 | +2.6% | 124,051 | +5.3% | 0.28% | +9.6% |
| Q1 2024 | $4,485,445 | +11.9% | 117,852 | +7.3% | 0.26% | -0.8% |
| Q4 2023 | $4,009,791 | -29.3% | 109,865 | -37.7% | 0.26% | -35.9% |
| Q3 2023 | $5,674,923 | +0.6% | 176,347 | +7.5% | 0.41% | +1.5% |
| Q2 2023 | $5,642,470 | +875.2% | 163,978 | +859.9% | 0.40% | +859.5% |
| Q1 2023 | $578,604 | +65.4% | 17,083 | +49.5% | 0.04% | +61.5% |
| Q4 2022 | $349,749 | – | 11,426 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 239,478 | $9,114,533 | 4.91% |
| CGN Advisors LLC | 740,826 | $28,195,831 | 3.58% |
| SPC Financial, Inc. | 961,455 | $36,592,983 | 3.44% |
| One Capital Management, LLC | 2,404,591 | $91,518,733 | 3.32% |
| Hennion & Walsh Asset Management, Inc. | 1,265,044 | $48,147,572 | 2.57% |
| Trilogy Capital Inc. | 1,067,762 | $40,639,037 | 2.34% |
| FFG RETIREMENT ADVISORS LLC | 82,420 | $3,136,905 | 2.21% |
| Revolve Wealth Partners, LLC | 318,721 | $12,130,515 | 2.07% |
| FSA Advisors, Inc. | 29,664 | $1,129,012 | 1.21% |
| Security Financial Services, INC. | 115,908 | $4,411,458 | 1.00% |