WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 60 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,794,142 | +43.0% | 711,872 | +53.6% | 1.09% | +50.7% |
| Q2 2023 | $15,943,481 | +5.3% | 463,339 | +3.6% | 0.72% | -54.6% |
| Q1 2023 | $15,142,009 | +30.8% | 447,063 | +18.2% | 1.59% | +16.9% |
| Q4 2022 | $11,573,292 | +84.8% | 378,089 | +58.9% | 1.36% | +61.1% |
| Q3 2022 | $6,262,000 | -39.5% | 238,013 | -31.9% | 0.84% | -39.0% |
| Q2 2022 | $10,358,000 | -4.1% | 349,694 | +29.1% | 1.39% | +23.2% |
| Q4 2021 | $10,806,000 | – | 270,890 | – | 1.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 1,420,875 | $51,847,000 | 2.74% |
| Cornerstone Wealth Management, LLC | 423,680 | $15,460,000 | 1.50% |
| CGN Advisors LLC | 156,987 | $5,728,000 | 1.43% |
| STRINGER ASSET MANAGEMENT, LLC | 21,267 | $776,000 | 1.33% |
| Empirical Asset Management, LLC | 29,287 | $1,069,000 | 1.02% |
| Mendel Money Management | 18,098 | $660,000 | 0.32% |
| Sharkey, Howes & Javer | 30,056 | $1,097,000 | 0.25% |
| Astoria Portfolio Advisors LLC. | 7,391 | $270,000 | 0.21% |
| OLD MISSION CAPITAL LLC | 191,868 | $7,001,000 | 0.20% |
| Lansing Street Advisors | 8,315 | $301,000 | 0.19% |