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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $361,986 | +30655.0% | 5,786 | -71.2% | 0.00% | -80.0% |
| Q1 2023 | $1,177 | -5.3% | 20,079 | -7.9% | 0.01% | -16.7% |
| Q4 2022 | $1,243 | -99.9% | 21,799 | -8.7% | 0.01% | 0.0% |
| Q3 2022 | $1,219,000 | -22.4% | 23,886 | -19.4% | 0.01% | -25.0% |
| Q2 2022 | $1,570,000 | -15.0% | 29,623 | -1.2% | 0.01% | -11.1% |
| Q1 2022 | $1,846,000 | -9.2% | 29,987 | -6.6% | 0.01% | 0.0% |
| Q4 2021 | $2,034,000 | – | 32,102 | – | 0.01% | – |
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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% |