WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 88 filers reported holding WISDOMTREE TR in Q2 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 ↓ |
|---|---|---|---|
| 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% |