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 | $1,965,000 | +2.9% | 78,303 | +2.9% | 0.78% | +0.3% |
Q3 2021 | $1,910,000 | +11.5% | 76,095 | +11.6% | 0.77% | +13.5% |
Q2 2021 | $1,713,000 | -11.4% | 68,208 | -11.4% | 0.68% | -18.5% |
Q1 2021 | $1,933,000 | +37.5% | 76,993 | +37.4% | 0.84% | +53.1% |
Q4 2020 | $1,406,000 | +10.3% | 56,020 | +10.3% | 0.55% | -4.9% |
Q3 2020 | $1,275,000 | +1.2% | 50,793 | +1.2% | 0.57% | -7.9% |
Q2 2020 | $1,260,000 | +19.8% | 50,179 | +19.7% | 0.62% | -35.8% |
Q1 2020 | $1,052,000 | -11.8% | 41,907 | -12.0% | 0.97% | +78.2% |
Q4 2019 | $1,193,000 | +3.1% | 47,619 | +3.1% | 0.54% | -1.1% |
Q3 2019 | $1,157,000 | +6.9% | 46,201 | +7.1% | 0.55% | +12.4% |
Q2 2019 | $1,082,000 | +0.9% | 43,141 | +0.9% | 0.49% | -3.7% |
Q1 2019 | $1,072,000 | +45.9% | 42,757 | +45.8% | 0.51% | +35.0% |
Q4 2018 | $735,000 | – | 29,321 | – | 0.38% | – |
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% |