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 | $2,962,000 | +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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prestige Wealth Management Group LLC | 1,528,244 | $38,282,000 | 22.40% |
| Merit Financial Group, LLC | 4,788,773 | $119,959,000 | 13.12% |
| CWH Capital Management, Inc. | 814,724 | $20,409,000 | 8.10% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4,390,287 | $109,977,000 | 7.30% |
| Wealthquest Corp | 741,074 | $18,563,000 | 6.20% |
| Capital Planning Advisors, LLC | 498,817 | $12,495,000 | 3.64% |
| ENTERPRISE FINANCIAL SERVICES CORP | 612,966 | $15,355,000 | 3.50% |
| GARRISON BRADFORD & ASSOCIATES INC | 89,900 | $2,252,000 | 3.07% |
| ACG Wealth | 797,748 | $19,984,000 | 2.95% |
| United Asset Strategies, Inc. | 514,674 | $12,893,000 | 2.82% |