RVW Wealth, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 28 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
RVW Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$722,231
-64.6%
9,895
-63.4%
0.07%
-65.7%
Q1 2024$2,042,906
+9.2%
27,021
-1.0%
0.21%
+1.9%
Q4 2023$1,870,663
+10.9%
27,2970.0%0.21%
+1.5%
Q3 2023$1,686,067
-1.3%
27,297
-0.0%
0.20%
+0.5%
Q2 2023$1,707,746
+6.7%
27,300
+0.0%
0.20%
+2.0%
Q1 2023$1,600,631
+2.8%
27,2970.0%0.20%0.0%
Q4 2022$1,556,513
+10.8%
27,297
-0.9%
0.20%
+0.5%
Q3 2022$1,405,000
-3.7%
27,5350.0%0.20%
+1.0%
Q2 2022$1,459,000
-14.0%
27,535
-0.1%
0.20%
-0.5%
Q1 2022$1,697,000
-2.8%
27,5510.0%0.20%
+0.5%
Q4 2021$1,746,000
-12.7%
27,551
-1.8%
0.20%
-18.8%
Q3 2021$2,000,0000.0%28,053
-0.2%
0.24%
-4.0%
Q2 2021$2,000,0000.0%28,110
+91.3%
0.25%
-4.2%
Q1 2021$2,000,000
+100.0%
14,693
-0.0%
0.26%
+77.6%
Q4 2020$1,000,000
-18.1%
14,694
-0.2%
0.15%
-28.6%
Q3 2020$1,221,000
-11.7%
14,725
-16.2%
0.21%
-18.6%
Q2 2020$1,383,000
-80.1%
17,562
-83.7%
0.25%
-84.4%
Q1 2020$6,966,000107,6101.63%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
RVW Wealth, LLC 28,110$2,000,0000.25%
BALASA DINVERNO & FOLTZ LLC 54,968$3,286,0000.24%
Laurel Wealth Advisors, Inc. 14,024$838,0000.11%
Tacita Capital Inc 1,760$105,0000.06%
CWM, LLC 127,292$7,608,0000.06%
MURPHY CAPITAL MANAGEMENT INC 8,460$505,0000.06%
Cambria Investment Management, L.P. 3,847$230,0000.04%
Patriot Financial Group Insurance Agency, LLC 3,268$195,0000.04%
Accel Wealth Management 920$55,0000.04%
Raymond James Financial Services Advisors, Inc. 203,421$12,159,0000.02%
View complete list of WISDOMTREE TR shareholders