WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 73 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |