WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 151 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,263,000 | +1.4% | 124,562 | -49.4% | 6.30% | +13.9% |
| Q4 2021 | $6,176,000 | -57.9% | 246,153 | -57.9% | 5.53% | -57.9% |
| Q3 2021 | $14,659,000 | -5.1% | 584,015 | -5.1% | 13.14% | -18.4% |
| Q2 2021 | $15,450,000 | 0.0% | 615,556 | 0.0% | 16.09% | +0.3% |
| Q1 2021 | $15,450,000 | – | 615,556 | – | 16.04% | – |
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% |