WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 94 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $390,916 | -28.7% | 12,688 | -18.8% | 0.19% | -10.8% |
| Q2 2023 | $548,488 | +21.7% | 15,622 | +18.3% | 0.21% | +11.6% |
| Q1 2023 | $450,756 | -1.4% | 13,200 | -4.2% | 0.19% | -11.2% |
| Q4 2022 | $457,252 | +68.7% | 13,781 | +33.6% | 0.21% | +16.3% |
| Q3 2022 | $271,000 | -10.6% | 10,316 | +0.7% | 0.18% | -16.7% |
| Q2 2022 | $303,000 | +12.2% | 10,245 | +38.6% | 0.22% | +4.7% |
| Q1 2022 | $270,000 | -26.6% | 7,391 | -19.9% | 0.21% | -27.7% |
| Q4 2021 | $368,000 | – | 9,222 | – | 0.29% | – |
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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% |