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 | $1,649,853 | +28.6% | 26,711 | +30.3% | 0.01% | +11.1% |
| Q2 2023 | $1,282,584 | +129.9% | 20,503 | +115.5% | 0.01% | +125.0% |
| Q1 2023 | $557,876 | +9.6% | 9,514 | +6.6% | 0.00% | 0.0% |
| Q4 2022 | $509,073 | -32.6% | 8,928 | -39.6% | 0.00% | -55.6% |
| Q3 2022 | $755,000 | +13.4% | 14,790 | +17.7% | 0.01% | 0.0% |
| Q2 2022 | $666,000 | -8.6% | 12,566 | +6.2% | 0.01% | 0.0% |
| Q1 2022 | $729,000 | +97.6% | 11,831 | +103.3% | 0.01% | +80.0% |
| Q4 2021 | $369,000 | +1.9% | 5,819 | -4.6% | 0.01% | 0.0% |
| Q3 2021 | $362,000 | -0.5% | 6,098 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $364,000 | +3944.4% | 6,098 | +5393.7% | 0.01% | – |
| Q2 2020 | $9,000 | – | 111 | – | 0.00% | – |
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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% |