WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 138 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $170,000 | -7.1% | 3,383 | -53.6% | 0.04% | -4.7% |
| Q4 2021 | $183,000 | -83.9% | 7,285 | -83.9% | 0.04% | -91.5% |
| Q2 2020 | $1,139,000 | -15.4% | 45,356 | -15.5% | 0.50% | -31.2% |
| Q1 2020 | $1,347,000 | -30.9% | 53,650 | -31.0% | 0.73% | -12.0% |
| Q4 2019 | $1,950,000 | -2.4% | 77,795 | -2.5% | 0.83% | -15.3% |
| Q3 2019 | $1,998,000 | -0.1% | 79,762 | +0.0% | 0.98% | -5.3% |
| Q2 2019 | $1,999,000 | -18.6% | 79,726 | -18.5% | 1.04% | -31.3% |
| Q1 2019 | $2,455,000 | +60.4% | 97,882 | +60.4% | 1.51% | +25.0% |
| Q4 2018 | $1,531,000 | – | 61,037 | – | 1.21% | – |
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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% |