Team Financial Group, LLC - WISDOMTREE TR ownership

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
Team Financial Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,225,98184,6074.32%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
WJ Wealth Management, LLC 127,723$7,489,3725.06%
Private Wealth Strategies, L.L.C. 177,058$10,382,2742.63%
Carlson Capital Management 71,448$4,189,5390.27%
RVW Wealth, LLC 27,297$1,600,6310.20%
Kestra Advisory Services, LLC 260,751$15,289,8000.17%
Valtinson Bruner Financial Planning LLC 3,811$223,4680.13%
O'Brien Greene & Co. Inc 4,500$2640.10%
Ridgewood Investments LLC 1,274$74,7040.05%
CWM, LLC 112,532$6,5990.04%
M Holdings Securities, Inc. 5,434$3190.03%
View complete list of WISDOMTREE TR shareholders