WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 54 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
Download |
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% |