WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 44 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,416 | -1.2% | 800 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $50,040 | +6.7% | 800 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $46,912 | +2.8% | 800 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $45,616 | +14.0% | 800 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $40,000 | -7.0% | 800 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $43,000 | -12.2% | 800 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $49,000 | -2.0% | 800 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $50,000 | +6.4% | 800 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $47,000 | -2.1% | 800 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $48,000 | -2.0% | 800 | +90.5% | 0.00% | +100.0% |
| Q1 2021 | $49,000 | +8.9% | 420 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $45,000 | +40.6% | 420 | +5.0% | 0.00% | 0.0% |
| Q3 2020 | $32,000 | – | 400 | – | 0.00% | – |
Download | ||||||
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% |