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 | $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% | – |
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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% |