WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 45 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,954 | +98816.0% | 4,500 | 0.0% | 0.10% | +4.1% |
| Q2 2023 | $281 | +6.4% | 4,500 | 0.0% | 0.10% | -1.0% |
| Q1 2023 | $264 | +2.7% | 4,500 | 0.0% | 0.10% | +2.1% |
| Q4 2022 | $257 | -100.0% | 4,500 | -66.7% | 0.10% | +6.6% |
| Q3 2022 | $689,000 | +188.3% | 13,500 | +200.0% | 0.09% | +1.1% |
| Q2 2022 | $239,000 | -13.7% | 4,500 | 0.0% | 0.09% | -1.1% |
| Q1 2022 | $277,000 | -2.8% | 4,500 | 0.0% | 0.09% | -3.2% |
| Q4 2021 | $285,000 | – | 4,500 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Team Financial Group, LLC | 84,607 | $5,225,981 | 4.32% |
| Private Wealth Strategies, L.L.C. | 180,387 | $11,142,024 | 2.78% |
| Carlson Capital Management | 75,632 | $4,671,600 | 0.28% |
| Avant Capital LLC | 3,676 | $227,028 | 0.26% |
| Kovack Advisors, Inc. | 28,146 | $1,738,520 | 0.24% |
| RVW Wealth, LLC | 27,297 | $1,686,067 | 0.20% |
| O'Brien Greene & Co. Inc | 4,500 | $277,954 | 0.10% |
| CWM, LLC | 108,687 | $6,713 | 0.04% |
| Tacita Capital Inc | 715 | $44,164 | 0.04% |
| Raymond James Financial Services Advisors, Inc. | 248,948 | $15,376,896 | 0.03% |