Wharton Business Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 43 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Wharton Business Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$414
-1.4%
6,7100.0%0.02%
-17.9%
Q2 2023$420
+6.9%
6,7100.0%0.03%
+16.7%
Q1 2023$393
+2.6%
6,7100.0%0.02%
+9.1%
Q4 2022$383
-99.9%
6,7100.0%0.02%
-4.3%
Q3 2022$342,000
-3.9%
6,7100.0%0.02%
-4.2%
Q2 2022$356,000
-13.8%
6,7100.0%0.02%
-4.0%
Q1 2022$413,000
-2.8%
6,7100.0%0.02%
-3.8%
Q4 2021$425,000
+6.8%
6,7100.0%0.03%
-35.0%
Q3 2021$398,000
+5.3%
6,710
+100.0%
0.04%
+33.3%
Q1 2021$378,000
+14.2%
3,3550.0%0.03%
+11.1%
Q4 2020$331,000
+19.1%
3,3550.0%0.03%
+3.8%
Q3 2020$278,000
+5.3%
3,3550.0%0.03%
+4.0%
Q2 2020$264,000
+21.7%
3,3550.0%0.02%0.0%
Q1 2020$217,000
-31.8%
3,3550.0%0.02%
-16.7%
Q4 2019$318,000
+8.5%
3,3550.0%0.03%
+3.4%
Q3 2019$293,000
+0.3%
3,3550.0%0.03%
-3.3%
Q2 2019$292,000
+2.8%
3,3550.0%0.03%
+3.4%
Q1 2019$284,000
+14.1%
3,3550.0%0.03%0.0%
Q4 2018$249,000
-14.7%
3,3550.0%0.03%0.0%
Q3 2018$292,000
+5.8%
3,3550.0%0.03%0.0%
Q2 2018$276,000
+1.8%
3,3550.0%0.03%
+3.6%
Q1 2018$271,000
-6.2%
3,355
-4.3%
0.03%
-6.7%
Q4 2017$289,000
+8.6%
3,5050.0%0.03%
+7.1%
Q3 2017$266,000
+4.7%
3,5050.0%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%
5,0850.0%0.04%
+2.5%
Q3 2016$323,000
+1.6%
5,0850.0%0.04%
+5.3%
Q2 2016$318,000
-0.6%
5,0850.0%0.04%
+8.6%
Q1 2016$320,000
-1.2%
5,0850.0%0.04%
+9.4%
Q4 2015$324,000
+3.5%
5,0850.0%0.03%
+3.2%
Q3 2015$313,000
-7.1%
5,0850.0%0.03%
+40.9%
Q2 2015$337,000
-0.6%
5,0850.0%0.02%
-21.4%
Q1 2015$339,000
-2.3%
5,085
-4.5%
0.03%
-3.4%
Q4 2014$347,000
+6.4%
5,3250.0%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$335,0006,7670.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
RVW Wealth, LLC 28,053$2,000,0000.24%
BALASA DINVERNO & FOLTZ LLC 52,373$3,107,0000.22%
Laurel Wealth Advisors, Inc. 18,976$1,126,0000.21%
Tacita Capital Inc 1,760$104,0000.06%
MURPHY CAPITAL MANAGEMENT INC 7,825$464,0000.05%
Cambria Investment Management, L.P. 3,975$236,0000.04%
Wharton Business Group, LLC 6,710$398,0000.04%
Patriot Financial Group Insurance Agency, LLC 2,952$175,0000.03%
Raymond James Financial Services Advisors, Inc. 258,392$15,330,0000.03%
FLOW TRADERS U.S. LLC 12,015$713,0000.03%
View complete list of WISDOMTREE TR shareholders