WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 60 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,609,200 | +46.1% | 22,047 | +51.4% | 0.02% | +41.7% |
| Q1 2024 | $1,101,178 | +14.8% | 14,565 | +4.0% | 0.01% | 0.0% |
| Q4 2023 | $959,372 | +28.0% | 13,999 | +15.4% | 0.01% | +9.1% |
| Q3 2023 | $749,610 | +81.4% | 12,136 | +83.7% | 0.01% | +83.3% |
| Q2 2023 | $413,300 | +1.3% | 6,607 | -5.0% | 0.01% | -14.3% |
| Q1 2023 | $407,825 | – | 6,955 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RVW Wealth, LLC | 28,110 | $2,000,000 | 0.25% |
| BALASA DINVERNO & FOLTZ LLC | 54,968 | $3,286,000 | 0.24% |
| Laurel Wealth Advisors, Inc. | 14,024 | $838,000 | 0.11% |
| Tacita Capital Inc | 1,760 | $105,000 | 0.06% |
| CWM, LLC | 127,292 | $7,608,000 | 0.06% |
| MURPHY CAPITAL MANAGEMENT INC | 8,460 | $505,000 | 0.06% |
| Cambria Investment Management, L.P. | 3,847 | $230,000 | 0.04% |
| Patriot Financial Group Insurance Agency, LLC | 3,268 | $195,000 | 0.04% |
| Accel Wealth Management | 920 | $55,000 | 0.04% |
| Raymond James Financial Services Advisors, Inc. | 203,421 | $12,159,000 | 0.02% |