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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $236 | -99.9% | 7,725 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $203,000 | -12.9% | 7,725 | -1.9% | 0.01% | 0.0% |
| Q2 2022 | $233,000 | -20.5% | 7,875 | -1.9% | 0.01% | -14.3% |
| Q1 2022 | $293,000 | -8.4% | 8,025 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $320,000 | +4.6% | 8,025 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $306,000 | -4.1% | 8,025 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $319,000 | +7.0% | 8,025 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $298,000 | +1.7% | 8,025 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $293,000 | +11.8% | 8,025 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $262,000 | +14.9% | 8,025 | +6.3% | 0.01% | 0.0% |
| Q2 2020 | $228,000 | – | 7,550 | – | 0.01% | – |
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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% |