WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 66 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $336,733 | +2.4% | 9,786 | +0.8% | 0.20% | -5.3% |
| Q1 2023 | $328,862 | +24.7% | 9,710 | +12.7% | 0.21% | +13.8% |
| Q4 2022 | $263,824 | +17.3% | 8,619 | +0.6% | 0.18% | +4.0% |
| Q3 2022 | $225,000 | -10.4% | 8,570 | +0.9% | 0.17% | -10.8% |
| Q2 2022 | $251,000 | -16.6% | 8,490 | +2.1% | 0.20% | +1.6% |
| Q1 2022 | $301,000 | – | 8,315 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 171,581 | $5,252,090 | 3.57% |
| SPC Financial, Inc. | 912,911 | $27,944,217 | 3.30% |
| One Capital Management, LLC | 1,844,427 | $56,457,910 | 3.01% |
| CGN Advisors LLC | 548,534 | $16,790,614 | 2.96% |
| JOURNEY STRATEGIC WEALTH LLC | 378,089 | $11,573,292 | 1.36% |
| Kathmere Capital Management, LLC | 300,246 | $9,612,218 | 0.82% |
| Revolve Wealth Partners, LLC | 69,591 | $2,130,192 | 0.61% |
| Empirical Asset Management, LLC | 18,517 | $566,797 | 0.60% |
| KLR INVESTMENT ADVISORS, LLC | 10,558 | $323,190 | 0.27% |
| Mendel Money Management | 14,153 | $433,223 | 0.25% |