COMMONWEALTH EQUITY SERVICES, LLC - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 47 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
COMMONWEALTH EQUITY SERVICES, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,665
+8.3%
26,963
+9.7%
0.00%0.0%
Q2 2023$1,538
+33.6%
24,582
+25.1%
0.00%
+50.0%
Q1 2023$1,151
+9.3%
19,645
+6.4%
0.00%
-33.3%
Q4 2022$1,053
-99.9%
18,469
+5.4%
0.00%
+50.0%
Q3 2022$894,000
-2.7%
17,526
+1.0%
0.00%0.0%
Q2 2022$919,000
+77.8%
17,344
+106.4%
0.00%
+100.0%
Q1 2022$517,000
+57.6%
8,405
+62.3%
0.00%0.0%
Q4 2021$328,000
+7.2%
5,179
+0.2%
0.00%0.0%
Q3 2021$306,000
-0.6%
5,170
+0.2%
0.00%0.0%
Q2 2021$308,000
+6.2%
5,161
+100.3%
0.00%0.0%
Q1 2021$290,000
+14.6%
2,576
+0.2%
0.00%0.0%
Q4 2020$253,000
+19.3%
2,571
+0.2%
0.00%0.0%
Q3 2020$212,000
+5.5%
2,566
+0.2%
0.00%0.0%
Q2 2020$201,000
-16.9%
2,562
+0.4%
0.00%0.0%
Q4 2019$242,000
+9.0%
2,552
+0.2%
0.00%0.0%
Q3 2019$222,000
+0.5%
2,548
+0.2%
0.00%0.0%
Q2 2019$221,000
+2.8%
2,543
+0.1%
0.00%0.0%
Q1 2019$215,000
-2.7%
2,5400.0%0.00%0.0%
Q3 2018$221,000
-2.2%
2,540
-7.3%
0.00%0.0%
Q2 2018$226,000
+2.3%
2,7400.0%0.00%0.0%
Q1 2018$221,000
-2.2%
2,7400.0%0.00%0.0%
Q4 2017$226,000–2,740–0.00%–
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Other shareholders
WISDOMTREE TR shareholders Q1 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