WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 54 filers reported holding WISDOMTREE TR in Q2 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 ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 1,978,713 | $69,096,676 | 4.40% |
| SPC Financial, Inc. | 921,802 | $31,719,220 | 3.43% |
| One Capital Management, LLC | 2,149,279 | $73,956,690 | 3.34% |
| CGN Advisors LLC | 613,497 | $21,110,449 | 3.03% |
| Hennion & Walsh Asset Management, Inc. | 1,235,184 | $42,503 | 2.52% |
| Cornerstone Wealth Management, LLC | 494,520 | $17,016,445 | 1.52% |
| KLR INVESTMENT ADVISORS, LLC | 39,649 | $1,364,336 | 1.12% |
| INVENIO WEALTH PARTNERS LLC | 22,629 | $778,664 | 0.88% |
| JOURNEY STRATEGIC WEALTH LLC | 463,339 | $15,943,481 | 0.72% |
| Kathmere Capital Management, LLC | 129,347 | $4,450,830 | 0.69% |