WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 129 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $9,748,000 | -42.6% | 388,514 | -42.6% | 1.16% | -47.0% |
| Q3 2021 | $16,997,000 | +14.9% | 677,161 | +14.9% | 2.19% | +11.2% |
| Q2 2021 | $14,793,000 | +8.2% | 589,115 | +8.1% | 1.97% | -0.6% |
| Q1 2021 | $13,676,000 | +5.3% | 544,870 | +5.3% | 1.98% | -2.9% |
| Q4 2020 | $12,991,000 | +2.8% | 517,559 | +2.8% | 2.04% | -12.2% |
| Q3 2020 | $12,641,000 | +30.9% | 503,428 | +30.9% | 2.32% | +22.2% |
| Q2 2020 | $9,659,000 | +21.9% | 384,512 | +21.8% | 1.90% | -3.2% |
| Q1 2020 | $7,926,000 | -40.3% | 315,641 | -40.5% | 1.97% | -23.8% |
| Q4 2019 | $13,285,000 | +3.0% | 530,134 | +3.0% | 2.58% | -8.6% |
| Q3 2019 | $12,893,000 | +12.8% | 514,674 | +12.9% | 2.82% | +7.5% |
| Q2 2019 | $11,427,000 | +9.7% | 455,801 | +9.7% | 2.63% | +7.3% |
| Q1 2019 | $10,417,000 | – | 415,334 | – | 2.45% | – |
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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% |