WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 15 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q2 2023 | $431,697 | +6.7% | 6,902 | +0.0% | 0.00% | – |
| Q1 2023 | $404,692 | +368.8% | 6,901 | +355.8% | 0.00% | – |
| Q4 2022 | $86,330 | +12.1% | 1,514 | +0.1% | 0.00% | – |
| Q3 2022 | $77,000 | -3.8% | 1,513 | 0.0% | 0.00% | – |
| Q2 2022 | $80,000 | -14.0% | 1,513 | 0.0% | 0.00% | – |
| Q1 2022 | $93,000 | -3.1% | 1,513 | 0.0% | 0.00% | – |
| Q4 2021 | $96,000 | +6.7% | 1,513 | 0.0% | 0.00% | – |
| Q3 2021 | $90,000 | -10.9% | 1,513 | -10.2% | 0.00% | – |
| Q2 2021 | $101,000 | +6.3% | 1,685 | +99.9% | 0.00% | – |
| Q1 2021 | $95,000 | +14.5% | 843 | 0.0% | 0.00% | – |
| Q4 2020 | $83,000 | +18.6% | 843 | 0.0% | 0.00% | – |
| Q3 2020 | $70,000 | +6.1% | 843 | +0.1% | 0.00% | – |
| Q2 2020 | $66,000 | +20.0% | 842 | -0.8% | 0.00% | – |
| Q1 2020 | $55,000 | -32.1% | 849 | 0.0% | 0.00% | – |
| Q4 2019 | $81,000 | +9.5% | 849 | -0.2% | 0.00% | – |
| Q3 2019 | $74,000 | 0.0% | 851 | +0.1% | 0.00% | – |
| Q2 2019 | $74,000 | +2.8% | 850 | 0.0% | 0.00% | – |
| Q1 2019 | $72,000 | +14.3% | 850 | +0.1% | 0.00% | – |
| Q4 2018 | $63,000 | -23.2% | 849 | -10.0% | 0.00% | – |
| Q3 2018 | $82,000 | -3.5% | 943 | -8.0% | 0.00% | – |
| Q2 2018 | $85,000 | -44.8% | 1,025 | -46.3% | 0.00% | – |
| Q1 2018 | $154,000 | -38.9% | 1,907 | -37.6% | 0.00% | – |
| Q4 2017 | $252,000 | +1.2% | 3,057 | -6.8% | 0.00% | – |
| Q3 2017 | $249,000 | +5.5% | 3,280 | +1.1% | 0.00% | – |
| Q2 2017 | $236,000 | -16.3% | 3,243 | -19.1% | 0.00% | – |
| Q1 2017 | $282,000 | +6.8% | 4,009 | +2.7% | 0.00% | – |
| Q4 2016 | $264,000 | +32.0% | 3,903 | +24.4% | 0.00% | – |
| Q3 2016 | $200,000 | +440.5% | 3,137 | +424.6% | 0.00% | – |
| Q2 2016 | $37,000 | +19.4% | 598 | +21.3% | 0.00% | – |
| Q1 2016 | $31,000 | +63.2% | 493 | +67.7% | 0.00% | – |
| Q4 2015 | $19,000 | +280.0% | 294 | +272.2% | 0.00% | – |
| Q3 2015 | $5,000 | 0.0% | 79 | 0.0% | 0.00% | – |
| Q2 2015 | $5,000 | -50.0% | 79 | -49.4% | 0.00% | – |
| Q1 2015 | $10,000 | +100.0% | 156 | +97.5% | 0.00% | – |
| Q4 2014 | $5,000 | 0.0% | 79 | +1.3% | 0.00% | – |
| Q3 2014 | $5,000 | -16.7% | 78 | -20.4% | 0.00% | – |
| Q2 2014 | $6,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q1 2014 | $6,000 | 0.0% | 98 | -1.0% | 0.00% | – |
| Q4 2013 | $6,000 | +20.0% | 99 | +1.0% | 0.00% | – |
| Q3 2013 | $5,000 | 0.0% | 98 | -1.0% | 0.00% | – |
| Q2 2013 | $5,000 | – | 99 | – | 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% |