WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 40 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,142,024 | -0.9% | 180,387 | +0.4% | 2.78% | +2.9% |
| Q2 2023 | $11,238,168 | +8.2% | 179,653 | +1.5% | 2.70% | +2.7% |
| Q1 2023 | $10,382,274 | +4.3% | 177,058 | +1.4% | 2.63% | -1.1% |
| Q4 2022 | $9,955,119 | +14.8% | 174,586 | +2.8% | 2.66% | +5.0% |
| Q3 2022 | $8,671,000 | -3.0% | 169,790 | +0.7% | 2.53% | +1.6% |
| Q2 2022 | $8,937,000 | -11.5% | 168,580 | +2.8% | 2.49% | -0.1% |
| Q1 2022 | $10,097,000 | +16.4% | 164,036 | +22.3% | 2.49% | -42.4% |
| Q1 2020 | $8,671,000 | -31.2% | 134,111 | +0.9% | 4.32% | -14.0% |
| Q4 2019 | $12,603,000 | – | 132,873 | – | 5.03% | – |
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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% |