WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 21 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,000 | -25.0% | 123 | -20.1% | 0.00% | -100.0% |
| Q3 2021 | $4,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | -42.9% | 154 | -46.2% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | 0.0% | 286 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | -94.7% | 286 | -94.6% | 0.00% | -96.4% |
| Q2 2020 | $132,000 | -99.1% | 5,252 | -99.1% | 0.03% | -99.3% |
| Q1 2020 | $15,360,000 | -1.2% | 611,704 | -1.4% | 3.88% | +14.4% |
| Q4 2019 | $15,550,000 | +1.3% | 620,482 | +1.2% | 3.39% | -3.1% |
| Q3 2019 | $15,355,000 | -6.7% | 612,966 | -6.6% | 3.50% | -2.2% |
| Q2 2019 | $16,452,000 | -2.0% | 656,217 | -1.9% | 3.57% | -2.4% |
| Q1 2019 | $16,784,000 | – | 669,188 | – | 3.66% | – |
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% |