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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $64,000,000 | -12.3% | 1,025 | -10.9% | 0.00% | – |
| Q4 2015 | $73,000,000 | +102716.9% | 1,150 | 0.0% | 0.00% | – |
| Q3 2015 | $71,000 | -99.9% | 1,150 | 0.0% | 0.00% | – |
| Q2 2015 | $76,119,000 | -0.6% | 1,150 | 0.0% | 0.00% | – |
| Q1 2015 | $76,612,000 | +38.4% | 1,150 | +35.3% | 0.00% | – |
| Q4 2014 | $55,354,000 | +6.5% | 850 | 0.0% | 0.00% | – |
| Q3 2014 | $51,969,000 | +58.0% | 850 | +58.9% | 0.00% | – |
| Q2 2014 | $32,897,000 | +5.1% | 535 | 0.0% | 0.00% | – |
| Q1 2014 | $31,287,000 | +1.5% | 535 | 0.0% | 0.00% | – |
| Q4 2013 | $30,821,000 | +10.3% | 535 | 0.0% | 0.00% | – |
| Q3 2013 | $27,954,000 | +61.1% | 535 | +52.9% | 0.00% | – |
| Q2 2013 | $17,350,000 | – | 350 | – | 0.00% | – |
Download | ||||||
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% |