WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 47 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,000 | -45.8% | 216 | -43.6% | 0.00% | – |
| Q2 2023 | $24,000 | +4.3% | 383 | 0.0% | 0.00% | – |
| Q1 2023 | $23,000 | +91.7% | 383 | +77.3% | 0.00% | – |
| Q4 2022 | $12,000 | -71.4% | 216 | -73.5% | 0.00% | – |
| Q3 2022 | $42,000 | +281.8% | 814 | +276.9% | 0.00% | – |
| Q2 2022 | $11,000 | -15.4% | 216 | 0.0% | 0.00% | – |
| Q1 2022 | $13,000 | -7.1% | 216 | 0.0% | 0.00% | – |
| Q4 2021 | $14,000 | +7.7% | 216 | 0.0% | 0.00% | – |
| Q3 2021 | $13,000 | 0.0% | 216 | 0.0% | 0.00% | – |
| Q2 2021 | $13,000 | +8.3% | 216 | +100.0% | 0.00% | – |
| Q1 2021 | $12,000 | -29.4% | 108 | -38.6% | 0.00% | – |
| Q4 2020 | $17,000 | +13.3% | 176 | 0.0% | 0.00% | – |
| Q3 2020 | $15,000 | +7.1% | 176 | -2.2% | 0.00% | – |
| Q2 2020 | $14,000 | +55.6% | 180 | +28.6% | 0.00% | – |
| Q1 2020 | $9,000 | -10.0% | 140 | +29.6% | 0.00% | – |
| Q4 2019 | $10,000 | -97.6% | 108 | -97.7% | 0.00% | – |
| Q3 2019 | $410,000 | +13.9% | 4,695 | +13.2% | 0.00% | – |
| Q2 2019 | $360,000 | +682.6% | 4,149 | +662.7% | 0.00% | – |
| Q1 2019 | $46,000 | +475.0% | 544 | +403.7% | 0.00% | – |
| Q4 2018 | $8,000 | -11.1% | 108 | 0.0% | 0.00% | – |
| Q3 2018 | $9,000 | 0.0% | 108 | 0.0% | 0.00% | – |
| Q2 2018 | $9,000 | 0.0% | 108 | 0.0% | 0.00% | – |
| Q1 2018 | $9,000 | 0.0% | 108 | 0.0% | 0.00% | – |
| Q4 2017 | $9,000 | +12.5% | 108 | 0.0% | 0.00% | – |
| Q3 2017 | $8,000 | 0.0% | 108 | 0.0% | 0.00% | – |
| Q2 2017 | $8,000 | -99.7% | 108 | -99.7% | 0.00% | -100.0% |
| Q1 2017 | $2,634,000 | -23.2% | 37,479 | -26.1% | 0.00% | -50.0% |
| Q4 2016 | $3,431,000 | +11.3% | 50,728 | +4.5% | 0.00% | 0.0% |
| Q3 2016 | $3,084,000 | +7.8% | 48,529 | +5.9% | 0.00% | 0.0% |
| Q2 2016 | $2,861,000 | +192.5% | 45,812 | +195.2% | 0.00% | +100.0% |
| Q1 2016 | $978,000 | +4345.5% | 15,521 | +4492.0% | 0.00% | – |
| Q4 2015 | $22,000 | -15.4% | 338 | -12.9% | 0.00% | – |
| Q2 2015 | $26,000 | -70.8% | 388 | -70.8% | 0.00% | – |
| Q1 2015 | $89,000 | -62.6% | 1,329 | -63.6% | 0.00% | – |
| Q4 2014 | $238,000 | -73.0% | 3,654 | -74.7% | 0.00% | -100.0% |
| Q3 2014 | $881,000 | -36.8% | 14,418 | -36.4% | 0.00% | 0.0% |
| Q2 2014 | $1,395,000 | -31.8% | 22,687 | -35.2% | 0.00% | -50.0% |
| Q1 2014 | $2,046,000 | -6.4% | 34,990 | -7.7% | 0.00% | 0.0% |
| Q4 2013 | $2,185,000 | -15.6% | 37,927 | -23.4% | 0.00% | 0.0% |
| Q3 2013 | $2,588,000 | +47.5% | 49,522 | +39.9% | 0.00% | +100.0% |
| Q2 2013 | $1,755,000 | – | 35,400 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 127,723 | $7,489,372 | 5.06% |
| Private Wealth Strategies, L.L.C. | 177,058 | $10,382,274 | 2.63% |
| Carlson Capital Management | 71,448 | $4,189,539 | 0.27% |
| RVW Wealth, LLC | 27,297 | $1,600,631 | 0.20% |
| Kestra Advisory Services, LLC | 260,751 | $15,289,800 | 0.17% |
| Valtinson Bruner Financial Planning LLC | 3,811 | $223,468 | 0.13% |
| O'Brien Greene & Co. Inc | 4,500 | $264 | 0.10% |
| Ridgewood Investments LLC | 1,274 | $74,704 | 0.05% |
| CWM, LLC | 112,532 | $6,599 | 0.04% |
| M Holdings Securities, Inc. | 5,434 | $319 | 0.03% |