WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 63 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,366,770 | +0.3% | 495,195 | +2.9% | 0.78% | -3.8% |
| Q1 2024 | $18,319,901 | -31.3% | 481,343 | -34.6% | 0.81% | -35.4% |
| Q4 2023 | $26,684,589 | +17.1% | 735,721 | +3.4% | 1.26% | +15.4% |
| 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 ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 239,478 | $9,114,533 | 4.91% |
| CGN Advisors LLC | 740,826 | $28,195,831 | 3.58% |
| SPC Financial, Inc. | 961,455 | $36,592,983 | 3.44% |
| One Capital Management, LLC | 2,404,591 | $91,518,733 | 3.32% |
| Hennion & Walsh Asset Management, Inc. | 1,265,044 | $48,147,572 | 2.57% |
| Trilogy Capital Inc. | 1,067,762 | $40,639,037 | 2.34% |
| FFG RETIREMENT ADVISORS LLC | 82,420 | $3,136,905 | 2.21% |
| Revolve Wealth Partners, LLC | 318,721 | $12,130,515 | 2.07% |
| FSA Advisors, Inc. | 29,664 | $1,129,012 | 1.21% |
| Security Financial Services, INC. | 115,908 | $4,411,458 | 1.00% |