WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,311 | +1.6% | 1,540 | +9.2% | 0.01% | +7.7% |
| Q2 2023 | $48,518 | -24.2% | 1,410 | -25.4% | 0.01% | -27.8% |
| Q1 2023 | $64,014 | +10.6% | 1,890 | 0.0% | 0.02% | +5.9% |
| Q4 2022 | $57,853 | +9.2% | 1,890 | +5.3% | 0.02% | 0.0% |
| Q2 2022 | $53,000 | -27.4% | 1,795 | -10.1% | 0.02% | -26.1% |
| Q1 2022 | $73,000 | – | 1,996 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 1,978,713 | $69,096,676 | 4.40% |
| SPC Financial, Inc. | 921,802 | $31,719,220 | 3.43% |
| One Capital Management, LLC | 2,149,279 | $73,956,690 | 3.34% |
| CGN Advisors LLC | 613,497 | $21,110,449 | 3.03% |
| Hennion & Walsh Asset Management, Inc. | 1,235,184 | $42,503 | 2.52% |
| Cornerstone Wealth Management, LLC | 494,520 | $17,016,445 | 1.52% |
| KLR INVESTMENT ADVISORS, LLC | 39,649 | $1,364,336 | 1.12% |
| INVENIO WEALTH PARTNERS LLC | 22,629 | $778,664 | 0.88% |
| JOURNEY STRATEGIC WEALTH LLC | 463,339 | $15,943,481 | 0.72% |
| Kathmere Capital Management, LLC | 129,347 | $4,450,830 | 0.69% |