WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 35 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,013,000 | +2.5% | 11,664 | -0.0% | 0.01% | -22.2% |
| Q1 2019 | $988,000 | +7.2% | 11,666 | -6.0% | 0.01% | +12.5% |
| Q4 2018 | $922,000 | -14.9% | 12,417 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $1,083,000 | -46.7% | 12,417 | -49.6% | 0.01% | -55.6% |
| Q2 2018 | $2,032,000 | -8.4% | 24,634 | -10.3% | 0.02% | 0.0% |
| Q1 2018 | $2,218,000 | -2.1% | 27,477 | 0.0% | 0.02% | -14.3% |
| Q4 2017 | $2,265,000 | +9.9% | 27,477 | +1.2% | 0.02% | +16.7% |
| Q3 2017 | $2,061,000 | -1.7% | 27,147 | -6.0% | 0.02% | -5.3% |
| Q2 2017 | $2,096,000 | +9.6% | 28,887 | +6.1% | 0.02% | +11.8% |
| Q1 2017 | $1,912,000 | +12.6% | 27,216 | +8.4% | 0.02% | +21.4% |
| Q4 2016 | $1,698,000 | +17.1% | 25,108 | +10.1% | 0.01% | -6.7% |
| Q3 2016 | $1,450,000 | -2.9% | 22,808 | -4.6% | 0.02% | +36.4% |
| Q2 2016 | $1,493,000 | -36.7% | 23,908 | -36.1% | 0.01% | -35.3% |
| Q1 2016 | $2,358,000 | – | 37,428 | – | 0.02% | – |
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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% |