WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 26 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $301,000 | +39.4% | 5,080 | +95.4% | 0.01% | -25.0% |
| Q3 2020 | $216,000 | -2.3% | 2,600 | -7.1% | 0.01% | -11.1% |
| Q2 2020 | $221,000 | +6.8% | 2,800 | -12.5% | 0.01% | -18.2% |
| Q1 2020 | $207,000 | -31.9% | 3,200 | 0.0% | 0.01% | -15.4% |
| Q4 2019 | $304,000 | +9.0% | 3,200 | 0.0% | 0.01% | +8.3% |
| Q3 2019 | $279,000 | +0.4% | 3,200 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $278,000 | +24.7% | 3,200 | +6.7% | 0.01% | -7.7% |
| Q4 2018 | $223,000 | -14.6% | 3,000 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $261,000 | +5.7% | 3,000 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $247,000 | +2.1% | 3,000 | 0.0% | 0.01% | -6.7% |
| Q1 2018 | $242,000 | +6.1% | 3,000 | 0.0% | 0.02% | +7.1% |
| Q3 2017 | $228,000 | +4.6% | 3,000 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $218,000 | +3.3% | 3,000 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $211,000 | +3.9% | 3,000 | 0.0% | 0.01% | -6.7% |
| Q4 2016 | $203,000 | +1.5% | 3,000 | 0.0% | 0.02% | -16.7% |
| Q1 2015 | $200,000 | – | 3,000 | – | 0.02% | – |
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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% |