WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 133 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $36,149,000 | +338.8% | 1,440,784 | +339.0% | 0.02% | +260.0% |
| Q3 2021 | $8,238,000 | +20.4% | 328,225 | +20.4% | 0.01% | +25.0% |
| Q2 2021 | $6,843,000 | +2693.1% | 272,538 | +2689.0% | 0.00% | – |
| Q1 2021 | $245,000 | -73.2% | 9,772 | -73.1% | 0.00% | -100.0% |
| Q4 2020 | $913,000 | -63.8% | 36,376 | -63.8% | 0.00% | -50.0% |
| Q3 2020 | $2,520,000 | -19.0% | 100,376 | -18.9% | 0.00% | -33.3% |
| Q2 2020 | $3,111,000 | -69.4% | 123,835 | -69.5% | 0.00% | -75.0% |
| Q1 2020 | $10,181,000 | +56.2% | 405,443 | +55.9% | 0.01% | +71.4% |
| Q4 2019 | $6,519,000 | -4.0% | 260,133 | -4.1% | 0.01% | 0.0% |
| Q3 2019 | $6,794,000 | -66.8% | 271,201 | -66.8% | 0.01% | -73.1% |
| Q2 2019 | $20,475,000 | +4.0% | 816,707 | +4.0% | 0.03% | -3.7% |
| Q1 2019 | $19,696,000 | +876.0% | 785,328 | +876.0% | 0.03% | +800.0% |
| Q4 2018 | $2,018,000 | +262.9% | 80,462 | +263.2% | 0.00% | +200.0% |
| Q3 2018 | $556,000 | – | 22,152 | – | 0.00% | – |
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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% |