Key FInancial Inc - WISDOMTREE TR ownership

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
Key FInancial Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$89,656
-5.8%
2,800
+1.2%
0.03%
-6.2%
Q2 2023$95,178
+7.6%
2,766
+5.9%
0.03%0.0%
Q1 2023$88,468
+841.9%
2,612
+631.7%
0.03%
+700.0%
Q4 2022$9,393
+4.4%
3570.0%0.00%0.0%
Q3 2022$9,0003570.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 171,581$5,252,0903.57%
SPC Financial, Inc. 912,911$27,944,2173.30%
One Capital Management, LLC 1,844,427$56,457,9103.01%
CGN Advisors LLC 548,534$16,790,6142.96%
JOURNEY STRATEGIC WEALTH LLC 378,089$11,573,2921.36%
Kathmere Capital Management, LLC 300,246$9,612,2180.82%
Revolve Wealth Partners, LLC 69,591$2,130,1920.61%
Empirical Asset Management, LLC 18,517$566,7970.60%
KLR INVESTMENT ADVISORS, LLC 10,558$323,1900.27%
Mendel Money Management 14,153$433,2230.25%
View complete list of WISDOMTREE TR shareholders