WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 60 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $147,264,586 | -2.5% | 4,599,143 | +4.8% | 0.02% | 0.0% |
| Q2 2023 | $150,981,792 | -2.0% | 4,387,730 | -3.5% | 0.02% | -11.8% |
| Q1 2023 | $153,994,999 | +28.7% | 4,546,648 | +16.3% | 0.02% | +21.4% |
| Q4 2022 | $119,638,971 | +133.7% | 3,908,493 | +100.9% | 0.01% | +100.0% |
| Q3 2022 | $51,184,000 | -8.1% | 1,945,433 | +3.5% | 0.01% | 0.0% |
| Q2 2022 | $55,694,000 | -15.2% | 1,880,270 | +4.5% | 0.01% | -22.2% |
| Q1 2022 | $65,655,000 | +9.8% | 1,799,260 | +20.0% | 0.01% | +28.6% |
| Q4 2021 | $59,805,000 | +40.4% | 1,499,260 | +34.1% | 0.01% | +16.7% |
| Q3 2021 | $42,583,000 | +79.3% | 1,118,252 | +87.4% | 0.01% | +100.0% |
| Q2 2021 | $23,752,000 | +55.0% | 596,788 | +44.4% | 0.00% | +50.0% |
| Q1 2021 | $15,323,000 | +52737.9% | 413,249 | +52745.1% | 0.00% | – |
| Q4 2020 | $29,000 | +16.0% | 782 | 0.0% | 0.00% | – |
| Q3 2020 | $25,000 | – | 782 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 1,599,330 | $60,902,000 | 5.04% |
| New England Investment & Retirement Group, Inc. | 300,616 | $11,447,000 | 2.64% |
| Cornerstone Wealth Management, LLC | 362,948 | $13,821,000 | 1.47% |
| CGN Advisors LLC | 114,128 | $4,346,000 | 1.42% |
| STRINGER ASSET MANAGEMENT, LLC | 35,905 | $1,367,000 | 1.28% |
| Sharkey, Howes & Javer | 89,779 | $3,419,000 | 0.88% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 55,127 | $2,099,000 | 0.39% |
| Mendel Money Management | 12,872 | $490,000 | 0.31% |
| Princeton Global Asset Management LLC | 11,080 | $422,000 | 0.13% |
| Triumph Capital Management | 6,153 | $234,000 | 0.11% |