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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,989 | -6.4% | 138,827 | -6.5% | 0.99% | -2.1% |
| Q2 2023 | $7,468 | +6.1% | 148,431 | +6.2% | 1.01% | +3.2% |
| Q1 2023 | $7,037 | +12.9% | 139,811 | +12.8% | 0.98% | +15.4% |
| Q4 2022 | $6,233 | -99.5% | 123,990 | +400.3% | 0.85% | +338.7% |
| Q3 2022 | $1,246,000 | -0.4% | 24,781 | -0.4% | 0.19% | +4.3% |
| Q2 2022 | $1,251,000 | -0.5% | 24,871 | -0.5% | 0.19% | +11.4% |
| Q1 2022 | $1,257,000 | -0.3% | 25,001 | -50.2% | 0.17% | +1.8% |
| Q4 2021 | $1,261,000 | -6.2% | 50,243 | -6.2% | 0.16% | -8.9% |
| Q3 2021 | $1,344,000 | -0.6% | 53,558 | -0.5% | 0.18% | -5.8% |
| Q2 2021 | $1,352,000 | -2.4% | 53,853 | -2.4% | 0.19% | -12.0% |
| Q1 2021 | $1,385,000 | 0.0% | 55,170 | 0.0% | 0.22% | 0.0% |
| Q4 2020 | $1,385,000 | -0.4% | 55,170 | -0.4% | 0.22% | -12.9% |
| Q3 2020 | $1,390,000 | -8.8% | 55,370 | -8.8% | 0.25% | -15.3% |
| Q2 2020 | $1,524,000 | -77.8% | 60,707 | -77.8% | 0.29% | -46.3% |
| Q1 2020 | $6,850,000 | +78.3% | 273,231 | +78.2% | 0.55% | +13.7% |
| Q4 2019 | $3,841,000 | +19.1% | 153,288 | +19.0% | 0.48% | -12.5% |
| Q3 2019 | $3,226,000 | +758.0% | 128,767 | +758.4% | 0.55% | +759.4% |
| Q2 2019 | $376,000 | – | 15,000 | – | 0.06% | – |
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% |