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 ↓ |
|---|---|---|---|
| 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% |