WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 40 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,376,896 | -3.2% | 248,948 | -2.0% | 0.03% | 0.0% |
| Q2 2023 | $15,892,172 | +6.4% | 254,052 | -0.3% | 0.03% | 0.0% |
| Q1 2023 | $14,938,105 | +1.3% | 254,753 | -1.5% | 0.03% | -6.7% |
| Q4 2022 | $14,749,954 | +2.4% | 258,674 | -8.3% | 0.03% | -6.2% |
| Q3 2022 | $14,398,000 | -2.3% | 282,091 | +1.5% | 0.03% | 0.0% |
| Q2 2022 | $14,731,000 | -14.9% | 277,932 | -1.1% | 0.03% | -3.0% |
| Q1 2022 | $17,306,000 | -3.2% | 280,994 | -0.4% | 0.03% | 0.0% |
| Q4 2021 | $17,871,000 | +16.6% | 282,003 | +9.1% | 0.03% | +6.5% |
| Q3 2021 | $15,330,000 | +26.1% | 258,392 | +27.0% | 0.03% | +24.0% |
| Q2 2021 | $12,159,000 | +8.8% | 203,421 | +105.0% | 0.02% | 0.0% |
| Q1 2021 | $11,175,000 | +1207.0% | 99,244 | +1045.1% | 0.02% | +1150.0% |
| Q4 2020 | $855,000 | +173.2% | 8,667 | +129.8% | 0.00% | +100.0% |
| Q3 2020 | $313,000 | +42.3% | 3,771 | +35.1% | 0.00% | 0.0% |
| Q2 2020 | $220,000 | +0.9% | 2,792 | +21.6% | 0.00% | 0.0% |
| Q4 2019 | $218,000 | -26.4% | 2,296 | -47.6% | 0.00% | -50.0% |
| Q4 2016 | $296,000 | +3.5% | 4,382 | -2.4% | 0.00% | -33.3% |
| Q3 2016 | $286,000 | -39.9% | 4,492 | -41.1% | 0.00% | -40.0% |
| Q2 2016 | $476,000 | – | 7,622 | – | 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% |