WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 40 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $414 | -1.4% | 6,710 | 0.0% | 0.02% | -17.9% |
| Q2 2023 | $420 | +6.9% | 6,710 | 0.0% | 0.03% | +16.7% |
| Q1 2023 | $393 | +2.6% | 6,710 | 0.0% | 0.02% | +9.1% |
| Q4 2022 | $383 | -99.9% | 6,710 | 0.0% | 0.02% | -4.3% |
| Q3 2022 | $342,000 | -3.9% | 6,710 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $356,000 | -13.8% | 6,710 | 0.0% | 0.02% | -4.0% |
| Q1 2022 | $413,000 | -2.8% | 6,710 | 0.0% | 0.02% | -3.8% |
| Q4 2021 | $425,000 | +6.8% | 6,710 | 0.0% | 0.03% | -35.0% |
| Q3 2021 | $398,000 | +5.3% | 6,710 | +100.0% | 0.04% | +33.3% |
| Q1 2021 | $378,000 | +14.2% | 3,355 | 0.0% | 0.03% | +11.1% |
| Q4 2020 | $331,000 | +19.1% | 3,355 | 0.0% | 0.03% | +3.8% |
| Q3 2020 | $278,000 | +5.3% | 3,355 | 0.0% | 0.03% | +4.0% |
| Q2 2020 | $264,000 | +21.7% | 3,355 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $217,000 | -31.8% | 3,355 | 0.0% | 0.02% | -16.7% |
| Q4 2019 | $318,000 | +8.5% | 3,355 | 0.0% | 0.03% | +3.4% |
| Q3 2019 | $293,000 | +0.3% | 3,355 | 0.0% | 0.03% | -3.3% |
| Q2 2019 | $292,000 | +2.8% | 3,355 | 0.0% | 0.03% | +3.4% |
| Q1 2019 | $284,000 | +14.1% | 3,355 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $249,000 | -14.7% | 3,355 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $292,000 | +5.8% | 3,355 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $276,000 | +1.8% | 3,355 | 0.0% | 0.03% | +3.6% |
| Q1 2018 | $271,000 | -6.2% | 3,355 | -4.3% | 0.03% | -6.7% |
| Q4 2017 | $289,000 | +8.6% | 3,505 | 0.0% | 0.03% | +7.1% |
| Q3 2017 | $266,000 | +4.7% | 3,505 | 0.0% | 0.03% | +3.7% |
| Q2 2017 | $254,000 | -8.0% | 3,505 | -10.8% | 0.03% | -6.9% |
| Q1 2017 | $276,000 | -19.8% | 3,930 | -22.7% | 0.03% | -29.3% |
| Q4 2016 | $344,000 | +6.5% | 5,085 | 0.0% | 0.04% | +2.5% |
| Q3 2016 | $323,000 | +1.6% | 5,085 | 0.0% | 0.04% | +5.3% |
| Q2 2016 | $318,000 | -0.6% | 5,085 | 0.0% | 0.04% | +8.6% |
| Q1 2016 | $320,000 | -1.2% | 5,085 | 0.0% | 0.04% | +9.4% |
| Q4 2015 | $324,000 | +3.5% | 5,085 | 0.0% | 0.03% | +3.2% |
| Q3 2015 | $313,000 | -7.1% | 5,085 | 0.0% | 0.03% | +40.9% |
| Q2 2015 | $337,000 | -0.6% | 5,085 | 0.0% | 0.02% | -21.4% |
| Q1 2015 | $339,000 | -2.3% | 5,085 | -4.5% | 0.03% | -3.4% |
| Q4 2014 | $347,000 | +6.4% | 5,325 | 0.0% | 0.03% | 0.0% |
| Q3 2014 | $326,000 | -19.3% | 5,325 | -19.0% | 0.03% | -35.6% |
| Q2 2014 | $404,000 | +1.3% | 6,575 | -3.7% | 0.04% | +40.6% |
| Q1 2014 | $399,000 | +3.9% | 6,830 | +2.6% | 0.03% | 0.0% |
| Q4 2013 | $384,000 | +8.5% | 6,660 | -1.6% | 0.03% | +6.7% |
| Q3 2013 | $354,000 | +5.7% | 6,770 | +0.0% | 0.03% | +3.4% |
| Q2 2013 | $335,000 | – | 6,767 | – | 0.03% | – |
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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% |