WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 58 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $59,627,000 | +28.2% | 2,376,499 | +28.2% | 0.01% | +16.7% |
| Q3 2021 | $46,523,000 | +9.8% | 1,853,478 | +9.8% | 0.01% | +9.1% |
| Q2 2021 | $42,381,000 | +17.1% | 1,687,821 | +17.1% | 0.01% | +10.0% |
| Q1 2021 | $36,182,000 | -12.1% | 1,441,526 | -12.1% | 0.01% | -16.7% |
| Q4 2020 | $41,152,000 | +7.8% | 1,639,493 | +7.9% | 0.01% | -14.3% |
| Q3 2020 | $38,168,000 | -1.1% | 1,520,030 | -1.0% | 0.01% | -6.7% |
| Q2 2020 | $38,583,000 | +12.4% | 1,535,930 | +12.3% | 0.02% | -11.8% |
| Q1 2020 | $34,333,000 | +6.9% | 1,367,323 | +6.6% | 0.02% | +41.7% |
| Q4 2019 | $32,129,000 | +26.0% | 1,282,090 | +26.0% | 0.01% | +20.0% |
| Q3 2019 | $25,491,000 | -19.7% | 1,017,602 | -19.6% | 0.01% | -23.1% |
| Q2 2019 | $31,727,000 | +8.6% | 1,265,536 | +8.6% | 0.01% | +8.3% |
| Q1 2019 | $29,220,000 | +46.1% | 1,165,045 | +46.1% | 0.01% | +20.0% |
| Q4 2018 | $19,995,000 | +157.7% | 797,220 | +157.7% | 0.01% | +233.3% |
| Q3 2018 | $7,760,000 | +4.6% | 309,353 | +4.6% | 0.00% | 0.0% |
| Q2 2018 | $7,418,000 | – | 295,772 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Valtinson Bruner Financial Planning LLC | 1,305,337 | $32,738,000 | 34.22% |
| Chessman Wealth Strategies RIA | 410,536 | $10,296,000 | 10.97% |
| Merit Financial Group, LLC | 2,570,773 | $64,474,000 | 9.70% |
| CWH Capital Management, Inc. | 673,875 | $16,901,000 | 8.28% |
| Wealthquest Corp | 705,469 | $17,693,000 | 7.25% |
| Prestige Wealth Management Group LLC | 314,658 | $7,892,000 | 5.81% |
| Capital Planning Advisors, LLC | 560,551 | $14,059,000 | 5.12% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2,226,417 | $55,839,000 | 4.94% |
| Newport Wealth Strategies, Inc. | 95,343 | $2,392,000 | 3.28% |
| D. SCOTT NEAL, INC. | 237,694 | $5,961,000 | 3.25% |