WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 104 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 257,374 | $9,546,002 | 4.73% |
| CGN Advisors LLC | 778,558 | $28,876,732 | 3.36% |
| SPC Financial, Inc. | 973,154 | $36,094,272 | 3.34% |
| One Capital Management, LLC | 2,354,759 | $87,338,011 | 2.97% |
| Hennion & Walsh Asset Management, Inc. | 1,302,027 | $48,292,196 | 2.48% |
| Trilogy Capital Inc. | 1,105,509 | $41,003,332 | 2.23% |
| Revolve Wealth Partners, LLC | 348,461 | $12,924,421 | 2.12% |
| Security Financial Services, INC. | 245,196 | $9,094,320 | 1.98% |
| TSFG, LLC | 158,298 | $5,871 | 1.37% |
| FSA Advisors, Inc. | 29,664 | $1,129,012 | 1.18% |
| Golden State Equity Partners | 108,190 | $4,012,767 | 0.84% |
| Premier Path Wealth Partners, LLC | 129,455 | $4,801,498 | 0.82% |
| JOURNEY STRATEGIC WEALTH LLC | 495,195 | $18,366,770 | 0.78% |
| Hobbs Group Advisors, LLC | 46,678 | $1,731,289 | 0.66% |
| Sharkey, Howes & Javer | 81,583 | $3,025,913 | 0.49% |
| Kathmere Capital Management, LLC | 116,253 | $4,311,824 | 0.46% |
| Occidental Asset Management, LLC | 68,728 | $2,549,111 | 0.45% |
| Venturi Wealth Management, LLC | 180,194 | $6,683,396 | 0.40% |
| My Legacy Advisors, LLC | 30,170 | $1,118,992 | 0.36% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 70,221 | $2,604,508 | 0.35% |
External links
This page lists WISDOMTREE TR's shareholders in Q2 2024. To view WISDOMTREE TR's shareholder history, click here.