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 | $644,830 | -10.6% | 20,138 | -3.9% | 0.18% | -13.3% |
| Q2 2023 | $721,173 | +5.0% | 20,958 | +3.4% | 0.21% | +6.6% |
| Q1 2023 | $686,587 | +144444.6% | 20,271 | +30.7% | 0.20% | +28.6% |
| Q4 2022 | $475 | -99.9% | 15,507 | +0.3% | 0.15% | +8.5% |
| Q3 2022 | $407,000 | -10.7% | 15,459 | +0.4% | 0.14% | -3.4% |
| Q2 2022 | $456,000 | -19.6% | 15,391 | -0.9% | 0.15% | -6.4% |
| Q1 2022 | $567,000 | +31.6% | 15,535 | +43.9% | 0.16% | +29.8% |
| Q4 2021 | $431,000 | +2.1% | 10,798 | -2.5% | 0.12% | -6.2% |
| Q3 2021 | $422,000 | +3.4% | 11,080 | +8.1% | 0.13% | +4.0% |
| Q2 2021 | $408,000 | +3.3% | 10,247 | -3.8% | 0.12% | -3.1% |
| Q1 2021 | $395,000 | -2.5% | 10,648 | -4.1% | 0.13% | -9.9% |
| Q4 2020 | $405,000 | +1.8% | 11,104 | -8.9% | 0.14% | -11.8% |
| Q3 2020 | $398,000 | +2.8% | 12,195 | -5.1% | 0.16% | +33.1% |
| Q2 2020 | $387,000 | +13.8% | 12,854 | -3.3% | 0.12% | -19.9% |
| Q1 2020 | $340,000 | -13.0% | 13,288 | +8.4% | 0.15% | -4.4% |
| Q4 2019 | $391,000 | +34.8% | 12,255 | +21.1% | 0.16% | -4.2% |
| Q3 2019 | $290,000 | +17.4% | 10,120 | +19.6% | 0.16% | +11.5% |
| Q2 2019 | $247,000 | +9.8% | 8,463 | +7.8% | 0.15% | -3.9% |
| Q1 2019 | $225,000 | +31.6% | 7,850 | +15.2% | 0.15% | +2.0% |
| Q4 2018 | $171,000 | – | 6,812 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 190,224 | $5,005,000 | 3.89% |
| One Capital Management, LLC | 1,695,744 | $44,615,000 | 2.63% |
| CGN Advisors LLC | 320,389 | $8,429,000 | 2.11% |
| STRINGER ASSET MANAGEMENT, LLC | 39,563 | $1,042,000 | 1.62% |
| Cornerstone Wealth Management, LLC | 491,964 | $12,944,000 | 1.44% |
| JOURNEY STRATEGIC WEALTH LLC | 238,013 | $6,262,000 | 0.84% |
| Kathmere Capital Management, LLC | 152,444 | $4,011,000 | 0.80% |
| Empirical Asset Management, LLC | 20,097 | $529,000 | 0.58% |
| Revolve Wealth Partners, LLC | 47,872 | $1,260,000 | 0.42% |
| Mendel Money Management | 15,787 | $415,000 | 0.26% |