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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,870,663 | +10.9% | 27,297 | 0.0% | 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% | 27,297 | 0.0% | 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% | 27,535 | 0.0% | 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% | 27,551 | 0.0% | 0.20% | +0.5% |
| Q4 2021 | $1,746,000 | -12.7% | 27,551 | -1.8% | 0.20% | -18.8% |
| Q3 2021 | $2,000,000 | 0.0% | 28,053 | -0.2% | 0.24% | -4.0% |
| Q2 2021 | $2,000,000 | 0.0% | 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 | $6,966,000 | – | 107,610 | – | 1.63% | – |
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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% |