Private Wealth Strategies, L.L.C. - WISDOMTREE TR ownership

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
Private Wealth Strategies, L.L.C. ownership history of WISDOMTREE TR
ValueSharesWeighting
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$12,603,000132,8735.03%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
RVW Wealth, LLC 28,053$2,000,0000.24%
BALASA DINVERNO & FOLTZ LLC 52,373$3,107,0000.22%
Laurel Wealth Advisors, Inc. 18,976$1,126,0000.21%
Tacita Capital Inc 1,760$104,0000.06%
MURPHY CAPITAL MANAGEMENT INC 7,825$464,0000.05%
Cambria Investment Management, L.P. 3,975$236,0000.04%
Wharton Business Group, LLC 6,710$398,0000.04%
Patriot Financial Group Insurance Agency, LLC 2,952$175,0000.03%
Raymond James Financial Services Advisors, Inc. 258,392$15,330,0000.03%
FLOW TRADERS U.S. LLC 12,015$713,0000.03%
View complete list of WISDOMTREE TR shareholders