WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 141 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $660,000 | +0.3% | 13,120 | -50.0% | 0.25% | +5.5% |
| Q4 2021 | $658,000 | +3.9% | 26,240 | +4.0% | 0.24% | +2.2% |
| Q3 2021 | $633,000 | -2.0% | 25,230 | -1.9% | 0.23% | +0.9% |
| Q2 2021 | $646,000 | +19.0% | 25,730 | +19.0% | 0.23% | +9.5% |
| Q1 2021 | $543,000 | 0.0% | 21,620 | 0.0% | 0.21% | +5.0% |
| Q4 2020 | $543,000 | +26.0% | 21,620 | +26.0% | 0.20% | +11.7% |
| Q3 2020 | $431,000 | -12.8% | 17,160 | -12.8% | 0.18% | -19.0% |
| Q2 2020 | $494,000 | 0.0% | 19,670 | 0.0% | 0.22% | -72.3% |
| Q1 2020 | $494,000 | +0.2% | 19,670 | 0.0% | 0.80% | +114.5% |
| Q4 2019 | $493,000 | +14.7% | 19,670 | +14.5% | 0.37% | +18.5% |
| Q3 2019 | $430,000 | +18.8% | 17,180 | +19.1% | 0.31% | +22.7% |
| Q2 2019 | $362,000 | 0.0% | 14,420 | 0.0% | 0.26% | +13.3% |
| Q1 2019 | $362,000 | -30.0% | 14,420 | -30.1% | 0.23% | -36.2% |
| Q4 2018 | $517,000 | -1.1% | 20,620 | -1.1% | 0.35% | +31.6% |
| Q3 2018 | $523,000 | -1.7% | 20,850 | -1.7% | 0.27% | -17.0% |
| Q2 2018 | $532,000 | – | 21,220 | – | 0.32% | – |
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% |