Geneos Wealth Management Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 2023
NameSharesValueWeighting ↓
CUTLER INVESTMENT COUNSEL LLC 37,280$1,866,0000.39%
M Holdings Securities, Inc. 3,919$226,0000.16%
MURPHY CAPITAL MANAGEMENT INC 10,717$617,0000.11%
Wharton Business Group, LLC 6,660$384,0000.03%
Gradient Investments LLC 450$26,0000.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 94,172$5,438,0000.00%
ROYAL BANK OF CANADA 37,927$2,185,0000.00%
Tower Research Capital LLC (TRC) 97$6,0000.00%
BANK OF AMERICA CORP /DE/ 31,593$1,820,0000.00%
UBS AG 265$15,0000.00%
View complete list of WISDOMTREE TR shareholders