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 | $2,487,000 | -0.2% | 99,102 | -0.2% | 0.04% | -11.9% |
| Q3 2021 | $2,492,000 | +0.8% | 99,294 | +1.0% | 0.04% | -6.7% |
| Q2 2021 | $2,473,000 | -10.9% | 98,341 | -10.8% | 0.04% | -25.0% |
| Q1 2021 | $2,774,000 | -0.9% | 110,207 | -0.9% | 0.06% | -10.4% |
| Q4 2020 | $2,798,000 | -69.4% | 111,169 | -69.5% | 0.07% | -54.4% |
| Q3 2020 | $9,146,000 | +200.0% | 363,960 | +200.0% | 0.15% | +67.0% |
| Q2 2020 | $3,049,000 | -91.6% | 121,340 | -91.6% | 0.09% | -91.8% |
| Q1 2020 | $36,173,000 | +2.1% | 1,441,361 | +2.0% | 1.08% | +31.4% |
| Q4 2019 | $35,420,000 | +8.3% | 1,413,185 | +8.3% | 0.82% | -37.9% |
| Q3 2019 | $32,706,000 | +8.5% | 1,304,794 | +8.5% | 1.32% | -0.5% |
| Q2 2019 | $30,137,000 | +7.2% | 1,202,099 | +7.3% | 1.33% | -11.1% |
| Q1 2019 | $28,110,000 | – | 1,120,817 | – | 1.50% | – |
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% |