WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 54 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $232,843 | +18.1% | 7,272 | +26.9% | 0.03% | +17.4% |
Q2 2023 | $197,211 | +554.2% | 5,731 | +543.9% | 0.02% | +475.0% |
Q1 2023 | $30,144 | +20.1% | 890 | +8.5% | 0.00% | 0.0% |
Q4 2022 | $25,100 | +4.6% | 820 | -9.4% | 0.00% | 0.0% |
Q3 2022 | $24,000 | -11.1% | 905 | -1.5% | 0.00% | 0.0% |
Q2 2022 | $27,000 | -18.2% | 919 | +2.3% | 0.00% | -20.0% |
Q1 2022 | $33,000 | +6.5% | 898 | +16.5% | 0.01% | 0.0% |
Q4 2021 | $31,000 | 0.0% | 771 | -4.1% | 0.01% | 0.0% |
Q3 2021 | $31,000 | +55.0% | 804 | +62.8% | 0.01% | +66.7% |
Q2 2021 | $20,000 | – | 494 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INVENIO WEALTH PARTNERS LLC | 162,098 | $5,190,378 | 4.72% |
Trilogy Capital Inc. | 2,086,197 | $66,800,040 | 4.52% |
Hibernia Wealth Partners, LLC | 142,176 | $4,552,484 | 3.52% |
SPC Financial, Inc. | 935,634 | $29,958,986 | 3.36% |
One Capital Management, LLC | 2,277,608 | $72,929,008 | 3.24% |
CGN Advisors LLC | 643,753 | $20,612,970 | 2.77% |
Hennion & Walsh Asset Management, Inc. | 1,281,078 | $41,020,118 | 2.62% |
Cornerstone Wealth Management, LLC | 502,069 | $16,076,541 | 1.52% |
Security Financial Services, INC. | 157,392 | $5,039,692 | 1.42% |
KLR INVESTMENT ADVISORS, LLC | 39,622 | $1,341,997 | 1.22% |