WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 45 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,270 | +17.9% | 5,153 | +67.0% | 0.00% | – |
| Q3 2019 | $270,000 | +125.0% | 3,085 | +85.4% | 0.00% | – |
| Q2 2017 | $120,000 | -49.2% | 1,664 | -50.5% | 0.00% | -100.0% |
| Q1 2017 | $236,000 | -91.1% | 3,364 | -91.4% | 0.00% | -90.0% |
| Q4 2016 | $2,657,000 | +1.6% | 39,267 | -4.6% | 0.01% | 0.0% |
| Q3 2016 | $2,616,000 | -0.1% | 41,160 | -1.9% | 0.01% | 0.0% |
| Q2 2016 | $2,619,000 | +55.9% | 41,951 | +57.2% | 0.01% | +42.9% |
| Q1 2016 | $1,680,000 | +6361.5% | 26,678 | +6671.1% | 0.01% | – |
| Q4 2014 | $26,000 | – | 394 | – | 0.00% | – |
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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% |