WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 94 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $24,215,652 | +17.5% | 667,650 | +3.7% | 3.35% | +20.9% |
| Q3 2023 | $20,612,970 | -2.4% | 643,753 | +4.9% | 2.77% | -8.4% |
| Q2 2023 | $21,110,449 | +8.3% | 613,497 | +6.6% | 3.03% | -1.4% |
| Q1 2023 | $19,494,210 | +16.1% | 575,560 | +4.9% | 3.07% | +4.0% |
| Q4 2022 | $16,790,614 | +99.2% | 548,534 | +71.2% | 2.96% | +39.8% |
| Q3 2022 | $8,429,000 | +30.2% | 320,389 | +46.6% | 2.11% | +15.9% |
| Q2 2022 | $6,472,000 | +13.0% | 218,488 | +39.2% | 1.82% | +27.7% |
| Q1 2022 | $5,728,000 | +8.9% | 156,987 | +19.1% | 1.43% | +4.3% |
| Q4 2021 | $5,258,000 | +21.0% | 131,803 | +15.5% | 1.37% | -3.6% |
| Q3 2021 | $4,346,000 | +64.6% | 114,128 | +72.0% | 1.42% | +70.3% |
| Q2 2021 | $2,640,000 | +11.5% | 66,336 | +3.9% | 0.83% | -2.1% |
| Q1 2021 | $2,368,000 | +6.4% | 63,855 | +4.7% | 0.85% | -4.4% |
| Q4 2020 | $2,226,000 | – | 60,965 | – | 0.89% | – |
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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% |