Geneos Wealth Management Inc. - WISDOMTREE TR ownership

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
Geneos Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$49,416
-1.2%
8000.0%0.00%0.0%
Q2 2023$50,040
+6.7%
8000.0%0.00%0.0%
Q1 2023$46,912
+2.8%
8000.0%0.00%0.0%
Q4 2022$45,616
+14.0%
8000.0%0.00%0.0%
Q3 2022$40,000
-7.0%
8000.0%0.00%
+50.0%
Q2 2022$43,000
-12.2%
8000.0%0.00%0.0%
Q1 2022$49,000
-2.0%
8000.0%0.00%0.0%
Q4 2021$50,000
+6.4%
8000.0%0.00%0.0%
Q3 2021$47,000
-2.1%
8000.0%0.00%0.0%
Q2 2021$48,000
-2.0%
800
+90.5%
0.00%
+100.0%
Q1 2021$49,000
+8.9%
4200.0%0.00%
-50.0%
Q4 2020$45,000
+40.6%
420
+5.0%
0.00%0.0%
Q3 2020$32,0004000.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
RVW Wealth, LLC 14,693$2,000,0000.26%
BALASA DINVERNO & FOLTZ LLC 27,484$3,095,0000.25%
Laurel Wealth Advisors, Inc. 4,816$542,0000.08%
Tacita Capital Inc 880$99,0000.06%
CWM, LLC 127,292$7,608,0000.06%
MURPHY CAPITAL MANAGEMENT INC 4,230$476,0000.06%
Cambria Investment Management, L.P. 1,932$218,0000.04%
Patriot Financial Group Insurance Agency, LLC 1,634$184,0000.04%
Accel Wealth Management 460$52,0000.04%
Wharton Business Group, LLC 3,355$378,0000.03%
View complete list of WISDOMTREE TR shareholders