WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 55 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $971,573 | +34.1% | 26,195 | +37.6% | 0.01% | 0.0% |
| Q1 2024 | $724,317 | +101.2% | 19,031 | +91.7% | 0.01% | +66.7% |
| Q4 2023 | $360,001 | +19.3% | 9,926 | +5.3% | 0.00% | 0.0% |
| 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 | 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% |