WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 3 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $26,000 | 0.0% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $26,000 | -33.3% | 1,050 | -32.3% | 0.00% | -33.3% |
| Q2 2021 | $39,000 | 0.0% | 1,550 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $39,000 | 0.0% | 1,550 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $39,000 | 0.0% | 1,550 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $39,000 | 0.0% | 1,550 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $39,000 | +62.5% | 1,550 | +63.2% | 0.01% | +28.6% |
| Q1 2020 | $24,000 | – | 950 | – | 0.01% | – |
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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% |