WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 4 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $19,187,000 | +525.4% | 764,719 | +525.6% | 0.01% | +500.0% |
| Q3 2021 | $3,068,000 | +12.3% | 122,230 | +12.3% | 0.00% | 0.0% |
| Q2 2021 | $2,733,000 | -38.2% | 108,845 | -38.2% | 0.00% | -50.0% |
| Q1 2021 | $4,421,000 | +4.1% | 176,147 | +4.1% | 0.00% | 0.0% |
| Q4 2020 | $4,248,000 | +270.0% | 169,232 | +270.2% | 0.00% | +100.0% |
| Q3 2020 | $1,148,000 | +454.6% | 45,717 | +453.9% | 0.00% | – |
| Q2 2020 | $207,000 | -92.2% | 8,253 | -92.2% | 0.00% | -100.0% |
| Q1 2020 | $2,654,000 | -57.7% | 105,714 | -57.8% | 0.00% | -66.7% |
| Q4 2019 | $6,275,000 | +395.3% | 250,396 | +395.0% | 0.01% | +350.0% |
| Q3 2019 | $1,267,000 | -62.0% | 50,586 | -61.9% | 0.00% | -66.7% |
| Q2 2019 | $3,333,000 | +17.5% | 132,929 | +17.5% | 0.01% | +20.0% |
| Q1 2019 | $2,837,000 | +298.5% | 113,130 | +298.6% | 0.01% | +400.0% |
| Q4 2018 | $712,000 | -88.0% | 28,383 | -88.0% | 0.00% | -91.7% |
| Q3 2018 | $5,937,000 | +162.1% | 236,700 | +162.1% | 0.01% | +140.0% |
| Q2 2018 | $2,265,000 | +748.3% | 90,311 | +745.8% | 0.01% | +400.0% |
| Q3 2017 | $267,000 | -43.1% | 10,678 | -43.0% | 0.00% | -50.0% |
| Q2 2017 | $469,000 | +44.8% | 18,731 | +44.3% | 0.00% | +100.0% |
| Q1 2017 | $324,000 | -19.2% | 12,981 | -19.1% | 0.00% | -50.0% |
| Q4 2016 | $401,000 | -6.1% | 16,038 | -6.3% | 0.00% | 0.0% |
| Q3 2016 | $427,000 | +29.0% | 17,108 | +28.8% | 0.00% | 0.0% |
| Q2 2016 | $331,000 | +20.4% | 13,282 | +20.0% | 0.00% | 0.0% |
| Q1 2016 | $275,000 | -71.1% | 11,072 | -71.0% | 0.00% | -71.4% |
| Q4 2014 | $950,000 | +8.8% | 38,193 | +9.2% | 0.01% | -22.2% |
| Q3 2014 | $873,000 | -2.5% | 34,966 | -2.5% | 0.01% | -18.2% |
| Q2 2014 | $895,000 | -28.5% | 35,845 | -28.5% | 0.01% | -21.4% |
| Q1 2014 | $1,251,000 | – | 50,137 | – | 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% |