WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 140 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $4,096,000 | +118.2% | 163,208 | +118.3% | 0.01% | +80.0% |
| Q3 2021 | $1,877,000 | -18.4% | 74,773 | -18.4% | 0.01% | -16.7% |
| Q2 2021 | $2,301,000 | -50.0% | 91,659 | -50.0% | 0.01% | -50.0% |
| Q1 2021 | $4,599,000 | -7.9% | 183,149 | -8.0% | 0.01% | -14.3% |
| Q4 2020 | $4,995,000 | -13.8% | 198,998 | -13.8% | 0.01% | -33.3% |
| Q3 2020 | $5,796,000 | -4.5% | 230,836 | -4.4% | 0.02% | -16.0% |
| Q2 2020 | $6,066,000 | +50.2% | 241,500 | +50.2% | 0.02% | +8.7% |
| Q1 2020 | $4,038,000 | +6.9% | 160,809 | +6.6% | 0.02% | +27.8% |
| Q4 2019 | $3,779,000 | -51.4% | 150,788 | -51.4% | 0.02% | -56.1% |
| Q3 2019 | $7,775,000 | +59.4% | 310,376 | +59.5% | 0.04% | +57.7% |
| Q2 2019 | $4,879,000 | -35.3% | 194,614 | -35.3% | 0.03% | -39.5% |
| Q1 2019 | $7,541,000 | +15.3% | 300,661 | +15.3% | 0.04% | -4.4% |
| Q4 2018 | $6,540,000 | +111.2% | 260,765 | +111.3% | 0.04% | +150.0% |
| Q3 2018 | $3,096,000 | – | 123,419 | – | 0.02% | – |
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% |