WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 27 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,073,122 | +30.6% | 276,410 | +32.2% | 0.01% | +33.3% |
| Q2 2023 | $13,077,570 | -20.5% | 209,058 | -25.5% | 0.01% | -30.8% |
| Q1 2023 | $16,444,627 | +110.5% | 280,445 | +104.7% | 0.01% | +85.7% |
| Q4 2022 | $7,813,811 | +77.9% | 137,033 | +59.2% | 0.01% | +75.0% |
| Q3 2022 | $4,393,000 | -8.4% | 86,071 | -4.9% | 0.00% | -20.0% |
| Q2 2022 | $4,798,000 | +1.9% | 90,524 | +18.4% | 0.01% | +25.0% |
| Q1 2022 | $4,708,000 | +57.7% | 76,451 | +62.3% | 0.00% | +33.3% |
| Q4 2021 | $2,985,000 | +66.9% | 47,110 | +56.3% | 0.00% | +50.0% |
| Q3 2021 | $1,788,000 | +190.3% | 30,143 | +192.7% | 0.00% | +100.0% |
| Q2 2021 | $616,000 | -21.9% | 10,300 | +46.9% | 0.00% | 0.0% |
| Q1 2021 | $789,000 | -71.9% | 7,011 | -75.4% | 0.00% | -75.0% |
| Q4 2020 | $2,807,000 | -90.2% | 28,447 | -91.8% | 0.00% | -91.1% |
| Q3 2020 | $28,672,000 | +2.0% | 345,858 | -3.1% | 0.04% | -8.2% |
| Q2 2020 | $28,104,000 | +26.7% | 356,831 | +4.2% | 0.05% | +2.1% |
| Q1 2020 | $22,173,000 | +8330.8% | 342,546 | +11212.6% | 0.05% | +4700.0% |
| Q2 2019 | $263,000 | -23.5% | 3,028 | -25.5% | 0.00% | 0.0% |
| Q1 2019 | $344,000 | +17.8% | 4,064 | +3.3% | 0.00% | 0.0% |
| Q4 2018 | $292,000 | -14.4% | 3,934 | +0.6% | 0.00% | 0.0% |
| Q3 2018 | $341,000 | +7.6% | 3,909 | +1.7% | 0.00% | 0.0% |
| Q2 2018 | $317,000 | -12.7% | 3,844 | -14.5% | 0.00% | 0.0% |
| Q1 2018 | $363,000 | -12.5% | 4,494 | -10.6% | 0.00% | 0.0% |
| Q4 2017 | $415,000 | +24.6% | 5,028 | +14.7% | 0.00% | 0.0% |
| Q3 2017 | $333,000 | +56.3% | 4,383 | +49.3% | 0.00% | 0.0% |
| Q2 2017 | $213,000 | -95.0% | 2,936 | -95.2% | 0.00% | -96.6% |
| Q1 2017 | $4,279,000 | +3.4% | 61,281 | +0.4% | 0.03% | -6.5% |
| Q4 2016 | $4,139,000 | +23.0% | 61,053 | +14.1% | 0.03% | -3.1% |
| Q3 2016 | $3,365,000 | +5.0% | 53,521 | +3.8% | 0.03% | +18.5% |
| Q2 2016 | $3,205,000 | -46.9% | 51,561 | -46.8% | 0.03% | +58.8% |
| Q1 2016 | $6,035,000 | +3.2% | 96,952 | +3.7% | 0.02% | +6.2% |
| Q4 2015 | $5,846,000 | +213.8% | 93,492 | +218.6% | 0.02% | +60.0% |
| Q3 2015 | $1,863,000 | – | 29,342 | – | 0.01% | – |
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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% |