WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 111 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 239,478 | $9,114,533 | 4.91% |
| CGN Advisors LLC | 740,826 | $28,195,831 | 3.58% |
| SPC Financial, Inc. | 961,455 | $36,592,983 | 3.44% |
| One Capital Management, LLC | 2,404,591 | $91,518,733 | 3.32% |
| Hennion & Walsh Asset Management, Inc. | 1,265,044 | $48,147,572 | 2.57% |
| Trilogy Capital Inc. | 1,067,762 | $40,639,037 | 2.34% |
| FFG RETIREMENT ADVISORS LLC | 82,420 | $3,136,905 | 2.21% |
| Revolve Wealth Partners, LLC | 318,721 | $12,130,515 | 2.07% |
| FSA Advisors, Inc. | 29,664 | $1,129,012 | 1.21% |
| Security Financial Services, INC. | 115,908 | $4,411,458 | 1.00% |