WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 73 filers reported holding WISDOMTREE TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| 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% |