WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 127 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,930,000 | +0.1% | 38,353 | -50.1% | 0.79% | -2.7% |
| Q4 2021 | $1,929,000 | +0.7% | 76,807 | +0.7% | 0.81% | +5.6% |
| Q3 2021 | $1,915,000 | +8.4% | 76,307 | +8.4% | 0.77% | +1.2% |
| Q2 2021 | $1,767,000 | +8.8% | 70,407 | +8.8% | 0.76% | +5.4% |
| Q1 2021 | $1,624,000 | +128.1% | 64,707 | +128.2% | 0.72% | +106.3% |
| Q4 2020 | $712,000 | +40.7% | 28,357 | +40.7% | 0.35% | +32.1% |
| Q3 2020 | $506,000 | -1.9% | 20,157 | -1.9% | 0.26% | -9.9% |
| Q2 2020 | $516,000 | +1.2% | 20,557 | +1.3% | 0.29% | -6.1% |
| Q1 2020 | $510,000 | -0.4% | 20,296 | -0.6% | 0.31% | +8.7% |
| Q4 2019 | $512,000 | +1.2% | 20,421 | +1.1% | 0.29% | -7.4% |
| Q3 2019 | $506,000 | -28.4% | 20,207 | -28.3% | 0.31% | -27.2% |
| Q2 2019 | $707,000 | -1.4% | 28,195 | -1.3% | 0.43% | -4.9% |
| Q1 2019 | $717,000 | +0.1% | 28,575 | 0.0% | 0.45% | -12.3% |
| Q4 2018 | $716,000 | +6.9% | 28,575 | +6.8% | 0.51% | +24.6% |
| Q3 2018 | $670,000 | +20.7% | 26,750 | +20.8% | 0.41% | +15.1% |
| Q2 2018 | $555,000 | – | 22,150 | – | 0.36% | – |
Download | ||||||
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% |