WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 35 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $227,000 | -11.0% | 6,216 | -2.7% | 0.00% | – |
| Q4 2021 | $255,000 | +4.9% | 6,388 | 0.0% | 0.00% | – |
| Q3 2021 | $243,000 | -6.5% | 6,388 | -2.1% | 0.00% | – |
| Q2 2021 | $260,000 | -4.8% | 6,523 | -11.5% | 0.00% | – |
| Q1 2021 | $273,000 | +1.5% | 7,372 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $269,000 | 0.0% | 7,372 | -10.6% | 0.00% | 0.0% |
| Q3 2020 | $269,000 | -15.1% | 8,244 | -21.6% | 0.00% | 0.0% |
| Q2 2020 | $317,000 | +14.4% | 10,516 | -2.9% | 0.00% | 0.0% |
| Q1 2020 | $277,000 | -94.9% | 10,830 | -93.6% | 0.00% | -90.9% |
| Q4 2019 | $5,408,000 | – | 169,269 | – | 0.01% | – |
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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% |