WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 35 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $524,374 | +1.6% | 15,239 | 0.0% | 0.02% | -7.4% |
| Q1 2023 | $516,145 | +110660.7% | 15,239 | 0.0% | 0.03% | +12.5% |
| Q4 2022 | $466 | -99.9% | 15,239 | 0.0% | 0.02% | +4.3% |
| Q3 2022 | $401,000 | -9.3% | 15,239 | +2.1% | 0.02% | 0.0% |
| Q2 2022 | $442,000 | -18.8% | 14,920 | 0.0% | 0.02% | -14.8% |
| Q1 2022 | $544,000 | -8.6% | 14,920 | 0.0% | 0.03% | -3.6% |
| Q4 2021 | $595,000 | +4.8% | 14,920 | 0.0% | 0.03% | -9.7% |
| Q3 2021 | $568,000 | -4.4% | 14,920 | 0.0% | 0.03% | -11.4% |
| Q2 2021 | $594,000 | +7.4% | 14,920 | 0.0% | 0.04% | -10.3% |
| Q1 2021 | $553,000 | +1.5% | 14,920 | 0.0% | 0.04% | -17.0% |
| Q4 2020 | $545,000 | – | 14,920 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 1,420,875 | $51,847,000 | 2.74% |
| Cornerstone Wealth Management, LLC | 423,680 | $15,460,000 | 1.50% |
| CGN Advisors LLC | 156,987 | $5,728,000 | 1.43% |
| STRINGER ASSET MANAGEMENT, LLC | 21,267 | $776,000 | 1.33% |
| Empirical Asset Management, LLC | 29,287 | $1,069,000 | 1.02% |
| Mendel Money Management | 18,098 | $660,000 | 0.32% |
| Sharkey, Howes & Javer | 30,056 | $1,097,000 | 0.25% |
| Astoria Portfolio Advisors LLC. | 7,391 | $270,000 | 0.21% |
| OLD MISSION CAPITAL LLC | 191,868 | $7,001,000 | 0.20% |
| Lansing Street Advisors | 8,315 | $301,000 | 0.19% |