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 | $244,251 | -4.3% | 3,954 | -3.1% | 0.02% | -4.8% |
Q2 2023 | $255,340 | +27.2% | 4,082 | +19.2% | 0.02% | +23.5% |
Q1 2023 | $200,802 | -3.9% | 3,424 | -6.6% | 0.02% | -5.6% |
Q4 2022 | $209,009 | +3.5% | 3,665 | -3.8% | 0.02% | -30.8% |
Q2 2022 | $202,000 | -3.8% | 3,811 | +11.7% | 0.03% | -3.7% |
Q1 2022 | $210,000 | -4.5% | 3,411 | -1.8% | 0.03% | -27.0% |
Q4 2021 | $220,000 | -6.8% | 3,475 | -12.6% | 0.04% | -14.0% |
Q3 2021 | $236,000 | +2.6% | 3,975 | +3.3% | 0.04% | +10.3% |
Q2 2021 | $230,000 | +5.5% | 3,847 | +99.1% | 0.04% | -9.3% |
Q1 2021 | $218,000 | -42.3% | 1,932 | -49.6% | 0.04% | -66.7% |
Q4 2020 | $378,000 | +5.0% | 3,835 | -11.7% | 0.13% | -3.0% |
Q3 2020 | $360,000 | -1.4% | 4,344 | -6.3% | 0.13% | -1.5% |
Q2 2020 | $365,000 | +34.2% | 4,636 | +10.3% | 0.14% | +32.4% |
Q1 2020 | $272,000 | -59.1% | 4,203 | -44.7% | 0.10% | +2.0% |
Q3 2019 | $665,000 | +5.4% | 7,605 | +4.8% | 0.10% | +3.1% |
Q2 2019 | $631,000 | +5.2% | 7,259 | +2.5% | 0.10% | +4.3% |
Q1 2019 | $600,000 | +12.6% | 7,085 | -1.2% | 0.09% | +3.3% |
Q4 2018 | $533,000 | +4.3% | 7,172 | +22.6% | 0.09% | +20.0% |
Q3 2018 | $511,000 | -5.7% | 5,849 | -9.2% | 0.08% | -6.2% |
Q2 2018 | $542,000 | -0.4% | 6,443 | -4.5% | 0.08% | +1.3% |
Q1 2018 | $544,000 | +14.3% | 6,745 | +7.6% | 0.08% | +8.2% |
Q3 2017 | $476,000 | +18.7% | 6,271 | +13.5% | 0.07% | -15.1% |
Q2 2017 | $401,000 | – | 5,525 | – | 0.09% | – |
Download |
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% |