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
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 ↓ |
---|---|---|---|
RVW Wealth, LLC | 14,693 | $2,000,000 | 0.26% |
BALASA DINVERNO & FOLTZ LLC | 27,484 | $3,095,000 | 0.25% |
Laurel Wealth Advisors, Inc. | 4,816 | $542,000 | 0.08% |
Tacita Capital Inc | 880 | $99,000 | 0.06% |
CWM, LLC | 127,292 | $7,608,000 | 0.06% |
MURPHY CAPITAL MANAGEMENT INC | 4,230 | $476,000 | 0.06% |
Cambria Investment Management, L.P. | 1,932 | $218,000 | 0.04% |
Patriot Financial Group Insurance Agency, LLC | 1,634 | $184,000 | 0.04% |
Accel Wealth Management | 460 | $52,000 | 0.04% |
Wharton Business Group, LLC | 3,355 | $378,000 | 0.03% |