Global Retirement Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 59 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$527,094
+121.7%
16,707
+141.9%
0.03%
+125.0%
Q2 2023$237,718
+1298.3%
6,908
+1491.7%
0.01%
+500.0%
Q3 2021$17,0000.0%4340.0%0.00%0.0%
Q2 2021$17,000
+6.2%
4340.0%0.00%0.0%
Q1 2021$16,0000.0%4340.0%0.00%0.0%
Q4 2020$16,000
+14.3%
4340.0%0.00%0.0%
Q3 2020$14,000
+7.7%
4340.0%0.00%0.0%
Q2 2020$13,000
+18.2%
4340.0%0.00%0.0%
Q1 2020$11,000
-21.4%
4340.0%0.00%0.0%
Q4 2019$14,000
+16.7%
4340.0%0.00%0.0%
Q3 2019$12,0004340.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
One Capital Management, LLC 1,420,875$51,847,0002.74%
Cornerstone Wealth Management, LLC 423,680$15,460,0001.50%
CGN Advisors LLC 156,987$5,728,0001.43%
STRINGER ASSET MANAGEMENT, LLC 21,267$776,0001.33%
Empirical Asset Management, LLC 29,287$1,069,0001.02%
Mendel Money Management 18,098$660,0000.32%
Sharkey, Howes & Javer 30,056$1,097,0000.25%
Astoria Portfolio Advisors LLC. 7,391$270,0000.21%
OLD MISSION CAPITAL LLC 191,868$7,001,0000.20%
Lansing Street Advisors 8,315$301,0000.19%
View complete list of WISDOMTREE TR shareholders