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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2023
NameSharesValueWeighting ↓
RVW Wealth, LLC 14,693$2,000,0000.26%
BALASA DINVERNO & FOLTZ LLC 27,484$3,095,0000.25%
Laurel Wealth Advisors, Inc. 4,816$542,0000.08%
Tacita Capital Inc 880$99,0000.06%
CWM, LLC 127,292$7,608,0000.06%
MURPHY CAPITAL MANAGEMENT INC 4,230$476,0000.06%
Cambria Investment Management, L.P. 1,932$218,0000.04%
Patriot Financial Group Insurance Agency, LLC 1,634$184,0000.04%
Accel Wealth Management 460$52,0000.04%
Wharton Business Group, LLC 3,355$378,0000.03%
View complete list of WISDOMTREE TR shareholders