Waterloo Capital, L.P. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 73 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
Waterloo Capital, L.P. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$242,969
+1.6%
7,0610.0%0.07%
-2.7%
Q1 2023$239,1567,0610.07%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
INVENIO WEALTH PARTNERS LLC 162,098$5,190,3784.72%
Trilogy Capital Inc. 2,086,197$66,800,0404.52%
Hibernia Wealth Partners, LLC 142,176$4,552,4843.52%
SPC Financial, Inc. 935,634$29,958,9863.36%
One Capital Management, LLC 2,277,608$72,929,0083.24%
CGN Advisors LLC 643,753$20,612,9702.77%
Hennion & Walsh Asset Management, Inc. 1,281,078$41,020,1182.62%
Cornerstone Wealth Management, LLC 502,069$16,076,5411.52%
Security Financial Services, INC. 157,392$5,039,6921.42%
KLR INVESTMENT ADVISORS, LLC 39,622$1,341,9971.22%
View complete list of WISDOMTREE TR shareholders