WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 35 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $301,853 | -5.2% | 9,427 | +1.9% | 0.00% | 0.0% |
| Q2 2023 | $318,430 | +39.8% | 9,254 | +37.6% | 0.00% | +50.0% |
| Q1 2023 | $227,812 | -13.7% | 6,726 | -22.0% | 0.00% | 0.0% |
| Q4 2022 | $263,919 | -94.4% | 8,622 | -94.6% | 0.00% | -95.8% |
| Q2 2022 | $4,719,000 | -35.2% | 159,327 | -20.2% | 0.05% | -36.8% |
| Q1 2022 | $7,287,000 | -12.2% | 199,686 | -4.0% | 0.08% | -9.5% |
| Q4 2021 | $8,296,000 | +13.8% | 207,967 | +8.6% | 0.08% | +15.1% |
| Q3 2021 | $7,289,000 | +1.8% | 191,421 | +6.4% | 0.07% | -9.9% |
| Q2 2021 | $7,159,000 | +25.7% | 179,878 | +17.1% | 0.08% | +12.5% |
| Q1 2021 | $5,697,000 | -21.8% | 153,652 | -22.5% | 0.07% | -14.3% |
| Q4 2020 | $7,288,000 | – | 198,255 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 1,599,330 | $60,902,000 | 5.04% |
| New England Investment & Retirement Group, Inc. | 300,616 | $11,447,000 | 2.64% |
| Cornerstone Wealth Management, LLC | 362,948 | $13,821,000 | 1.47% |
| CGN Advisors LLC | 114,128 | $4,346,000 | 1.42% |
| STRINGER ASSET MANAGEMENT, LLC | 35,905 | $1,367,000 | 1.28% |
| Sharkey, Howes & Javer | 89,779 | $3,419,000 | 0.88% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 55,127 | $2,099,000 | 0.39% |
| Mendel Money Management | 12,872 | $490,000 | 0.31% |
| Princeton Global Asset Management LLC | 11,080 | $422,000 | 0.13% |
| Triumph Capital Management | 6,153 | $234,000 | 0.11% |