M Holdings Securities, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 47 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$340
+6.6%
5,4340.0%0.07%
+112.1%
Q1 2023$319
+2.9%
5,4340.0%0.03%0.0%
Q4 2022$310
-99.9%
5,4340.0%0.03%
+6.5%
Q3 2022$277,000
-3.8%
5,4340.0%0.03%
+6.9%
Q2 2022$288,000
-14.0%
5,4340.0%0.03%
+16.0%
Q1 2022$335,000
+9.5%
5,434
+100.0%
0.02%
-10.7%
Q1 2021$306,000
+33.0%
2,7170.0%0.03%
-47.2%
Q1 2019$230,000
+13.9%
2,7170.0%0.05%
-15.9%
Q4 2018$202,000
-14.8%
2,7170.0%0.06%
+1.6%
Q3 2018$237,000
+5.8%
2,7170.0%0.06%0.0%
Q2 2018$224,000
+2.3%
2,7170.0%0.06%
-7.5%
Q1 2018$219,000
-71.1%
2,717
-50.0%
0.07%
-41.2%
Q4 2017$759,000
+268.4%
5,434
+100.0%
0.11%
+75.4%
Q3 2017$206,000
+24.1%
2,7170.0%0.06%
-30.1%
Q3 2014$166,000
-31.1%
2,717
-30.7%
0.09%
-39.6%
Q2 2014$241,000
+6.6%
3,9190.0%0.15%
-4.3%
Q4 2013$226,0003,9190.16%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Team Financial Group, LLC 84,607$5,225,9814.32%
Private Wealth Strategies, L.L.C. 180,387$11,142,0242.78%
Carlson Capital Management 75,632$4,671,6000.28%
Avant Capital LLC 3,676$227,0280.26%
Kovack Advisors, Inc. 28,146$1,738,5200.24%
RVW Wealth, LLC 27,297$1,686,0670.20%
O'Brien Greene & Co. Inc 4,500$277,9540.10%
CWM, LLC 108,687$6,7130.04%
Tacita Capital Inc 715$44,1640.04%
Raymond James Financial Services Advisors, Inc. 248,948$15,376,8960.03%
View complete list of WISDOMTREE TR shareholders