WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 51 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 162,098 | $5,190,378 | 4.72% |
| Trilogy Capital Inc. | 2,086,197 | $66,800,040 | 4.52% |
| Hibernia Wealth Partners, LLC | 142,176 | $4,552,484 | 3.52% |
| SPC Financial, Inc. | 935,634 | $29,958,986 | 3.36% |
| One Capital Management, LLC | 2,277,608 | $72,929,008 | 3.24% |
| CGN Advisors LLC | 643,753 | $20,612,970 | 2.77% |
| Hennion & Walsh Asset Management, Inc. | 1,281,078 | $41,020,118 | 2.62% |
| Cornerstone Wealth Management, LLC | 502,069 | $16,076,541 | 1.52% |
| Security Financial Services, INC. | 157,392 | $5,039,692 | 1.42% |
| KLR INVESTMENT ADVISORS, LLC | 39,622 | $1,341,997 | 1.22% |