WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 130 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $2,962,000 | +4.4% | 118,049 | +4.5% | 0.01% | -25.0% |
Q3 2021 | $2,838,000 | -13.8% | 112,970 | -13.8% | 0.01% | -20.0% |
Q2 2021 | $3,294,000 | +30.4% | 131,029 | +30.3% | 0.01% | +25.0% |
Q1 2021 | $2,526,000 | +67.4% | 100,574 | +67.4% | 0.01% | +14.3% |
Q3 2020 | $1,509,000 | -84.7% | 60,095 | -84.7% | 0.01% | -87.0% |
Q2 2020 | $9,850,000 | +0.8% | 392,490 | +0.8% | 0.05% | -14.3% |
Q1 2020 | $9,769,000 | -38.8% | 389,318 | -38.9% | 0.06% | -33.0% |
Q4 2019 | $15,965,000 | -21.3% | 636,702 | -21.4% | 0.09% | -14.5% |
Q3 2019 | $20,279,000 | -1.0% | 809,778 | -0.9% | 0.11% | -9.8% |
Q2 2019 | $20,485,000 | +30.7% | 817,031 | +30.8% | 0.12% | +16.2% |
Q1 2019 | $15,671,000 | +13.5% | 624,800 | +13.5% | 0.10% | -0.9% |
Q4 2018 | $13,804,000 | – | 550,285 | – | 0.11% | – |
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% |