WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 43 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,359,314 | +92.9% | 22,007 | +95.3% | 0.00% | +100.0% |
| Q2 2023 | $704,849 | -23.2% | 11,268 | -28.0% | 0.00% | -50.0% |
| Q1 2023 | $917,871 | +43.6% | 15,655 | +39.9% | 0.00% | +100.0% |
| Q4 2022 | $639,000 | +7.9% | 11,193 | -3.6% | 0.00% | 0.0% |
| Q3 2022 | $592,000 | -3.4% | 11,613 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $613,000 | -87.7% | 11,578 | -85.7% | 0.00% | -90.0% |
| Q1 2022 | $4,992,000 | -1.0% | 81,057 | +1.9% | 0.01% | 0.0% |
| Q4 2021 | $5,041,000 | +12.2% | 79,560 | +5.0% | 0.01% | +11.1% |
| Q3 2021 | $4,493,000 | +1510.4% | 75,736 | +1516.9% | 0.01% | +800.0% |
| Q2 2021 | $279,000 | +19.2% | 4,684 | +124.9% | 0.00% | 0.0% |
| Q1 2021 | $234,000 | +200.0% | 2,083 | +163.0% | 0.00% | – |
| Q4 2020 | $78,000 | -65.8% | 792 | -71.3% | 0.00% | -100.0% |
| Q3 2020 | $228,000 | +4.6% | 2,758 | -0.8% | 0.00% | 0.0% |
| Q2 2020 | $218,000 | +14.7% | 2,781 | -5.2% | 0.00% | 0.0% |
| Q1 2020 | $190,000 | – | 2,933 | – | 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% |