WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 54 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,590,015 | +72.4% | 143,348 | +85.2% | 1.06% | +69.7% |
| Q2 2023 | $2,663,105 | +0.9% | 77,393 | -0.7% | 0.62% | -7.2% |
| Q1 2023 | $2,638,978 | +23.9% | 77,915 | +12.0% | 0.67% | +10.2% |
| Q4 2022 | $2,130,192 | +69.1% | 69,591 | +45.4% | 0.61% | +44.7% |
| Q3 2022 | $1,260,000 | +111.1% | 47,872 | +137.5% | 0.42% | +114.8% |
| Q2 2022 | $597,000 | – | 20,155 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 162,098 | $5,190,378 | 4.72% |
| Trilogy Capital Inc. | 2,086,197 | $66,800,040 | 4.52% |
| Hibernia Wealth Partners, LLC | 142,176 | $4,552,484 | 3.52% |
| SPC Financial, Inc. | 935,634 | $29,958,986 | 3.36% |
| One Capital Management, LLC | 2,277,608 | $72,929,008 | 3.24% |
| CGN Advisors LLC | 643,753 | $20,612,970 | 2.77% |
| Hennion & Walsh Asset Management, Inc. | 1,281,078 | $41,020,118 | 2.62% |
| Cornerstone Wealth Management, LLC | 502,069 | $16,076,541 | 1.52% |
| Security Financial Services, INC. | 157,392 | $5,039,692 | 1.42% |
| KLR INVESTMENT ADVISORS, LLC | 39,622 | $1,341,997 | 1.22% |