BALASA DINVERNO & FOLTZ LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 38 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BALASA DINVERNO & FOLTZ LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$2,660,000
-3.7%
52,112
-0.0%
0.17%
-3.4%
Q2 2022$2,762,000
-14.0%
52,1210.0%0.17%
-19.4%
Q1 2022$3,210,000
-3.0%
52,121
-0.2%
0.22%
+1.4%
Q4 2021$3,309,000
+6.5%
52,214
-0.3%
0.21%
-1.4%
Q3 2021$3,107,000
-5.4%
52,373
-4.7%
0.22%
-8.9%
Q2 2021$3,286,000
+6.2%
54,968
+100.0%
0.24%
-4.4%
Q1 2021$3,095,000
+15.1%
27,484
+0.9%
0.25%
+11.2%
Q4 2020$2,688,000
+22.1%
27,238
+2.5%
0.22%
+6.7%
Q3 2020$2,202,000
+5.3%
26,5660.0%0.21%
-9.9%
Q2 2020$2,092,000
+24.3%
26,566
+2.2%
0.23%
+9.4%
Q1 2020$1,683,000
-32.1%
26,003
-0.5%
0.21%
-19.4%
Q4 2019$2,478,000
+4.1%
26,121
-4.1%
0.26%
-4.7%
Q3 2019$2,380,000
+0.6%
27,2240.0%0.28%0.0%
Q2 2019$2,365,000
+6.4%
27,224
+3.7%
0.28%
+3.8%
Q1 2019$2,223,000
+13.3%
26,244
-0.7%
0.27%
+8.1%
Q4 2018$1,962,000
-14.7%
26,4180.0%0.25%
-5.0%
Q3 2018$2,301,000
+5.5%
26,418
-0.1%
0.26%
-18.0%
Q2 2018$2,182,00026,4530.32%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 179,653$11,238,1682.70%
Carlson Capital Management 76,314$4,773,8070.29%
RVW Wealth, LLC 27,300$1,707,7460.20%
O'Brien Greene & Co. Inc 4,500$2810.10%
M Holdings Securities, Inc. 5,434$3400.07%
Ridgewood Investments LLC 1,274$79,6950.04%
CWM, LLC 111,448$6,9720.04%
Tacita Capital Inc 715$450.03%
Raymond James Financial Services Advisors, Inc. 254,052$15,892,1720.03%
Wharton Business Group, LLC 6,710$4200.03%
View complete list of WISDOMTREE TR shareholders