CAPTRUST FINANCIAL ADVISORS - WISDOMTREE TR ownership

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
CAPTRUST FINANCIAL ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$36,000
-12.2%
672
+0.6%
0.00%
Q1 2022$41,000
-2.4%
668
+0.5%
0.00%
Q4 2021$42,000
+50.0%
665
+107.8%
0.00%
-100.0%
Q3 2019$28,0000.0%3200.0%0.00%0.0%
Q2 2019$28,000
+3.7%
3200.0%0.00%0.0%
Q1 2019$27,000
-12.9%
320
-36.0%
0.00%
-66.7%
Q1 2016$31,000
-3.1%
5000.0%0.00%0.0%
Q4 2015$32,000
+3.2%
5000.0%0.00%
-25.0%
Q3 2015$31,000
+6.9%
5000.0%0.00%
-33.3%
Q1 2014$29,0005000.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
RVW Wealth, LLC 28,110$2,000,0000.25%
BALASA DINVERNO & FOLTZ LLC 54,968$3,286,0000.24%
Laurel Wealth Advisors, Inc. 14,024$838,0000.11%
Tacita Capital Inc 1,760$105,0000.06%
CWM, LLC 127,292$7,608,0000.06%
MURPHY CAPITAL MANAGEMENT INC 8,460$505,0000.06%
Cambria Investment Management, L.P. 3,847$230,0000.04%
Patriot Financial Group Insurance Agency, LLC 3,268$195,0000.04%
Accel Wealth Management 920$55,0000.04%
Raymond James Financial Services Advisors, Inc. 203,421$12,159,0000.02%
View complete list of WISDOMTREE TR shareholders