Carlson Capital Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 45 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Carlson Capital Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,671,600
-2.1%
75,632
-0.9%
0.28%
-3.8%
Q2 2023$4,773,807
+13.9%
76,314
+6.8%
0.29%
+6.3%
Q1 2023$4,189,539
+102.6%
71,448
+97.0%
0.27%
+81.9%
Q4 2022$2,067,596
-55.7%
36,260
-60.4%
0.15%
-62.6%
Q3 2022$4,672,000
+198.5%
91,529
+210.0%
0.40%
+188.4%
Q2 2022$1,565,00029,5270.14%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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