CGN Advisors LLC - WISDOMTREE TR ownership

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
CGN Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$2,226,00060,9650.89%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
INVENIO WEALTH PARTNERS LLC 162,098$5,190,3784.72%
Trilogy Capital Inc. 2,086,197$66,800,0404.52%
Hibernia Wealth Partners, LLC 142,176$4,552,4843.52%
SPC Financial, Inc. 935,634$29,958,9863.36%
One Capital Management, LLC 2,277,608$72,929,0083.24%
CGN Advisors LLC 643,753$20,612,9702.77%
Hennion & Walsh Asset Management, Inc. 1,281,078$41,020,1182.62%
Cornerstone Wealth Management, LLC 502,069$16,076,5411.52%
Security Financial Services, INC. 157,392$5,039,6921.42%
KLR INVESTMENT ADVISORS, LLC 39,622$1,341,9971.22%
View complete list of WISDOMTREE TR shareholders