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 | $509,490 | 0.0% | 10,125 | 0.0% | 0.11% | +3.9% |
| Q2 2023 | $509,490 | -6.6% | 10,125 | -6.7% | 0.10% | -12.7% |
| Q1 2023 | $545,781 | 0.0% | 10,857 | 0.0% | 0.12% | -4.8% |
| Q4 2022 | $545,781 | -99.9% | 10,857 | 0.0% | 0.12% | -8.1% |
| Q3 2022 | $545,890,000 | -0.1% | 10,857 | 0.0% | 0.14% | +6.3% |
| Q2 2022 | $546,433,000 | +47.1% | 10,857 | +46.9% | 0.13% | +71.6% |
| Q1 2022 | $371,569,000 | -28.6% | 7,390 | -64.4% | 0.07% | -54.9% |
| Q4 2019 | $520,438,000 | +0.5% | 20,768 | +0.4% | 0.16% | -7.3% |
| Q3 2019 | $518,007,000 | +0.9% | 20,679 | +0.9% | 0.18% | -1.7% |
| Q2 2019 | $513,609,000 | +2.1% | 20,487 | +2.2% | 0.18% | -5.8% |
| Q1 2019 | $502,904,000 | 0.0% | 20,052 | 0.0% | 0.19% | -12.0% |
| Q4 2018 | $502,904,000 | -0.0% | 20,052 | 0.0% | 0.22% | +16.0% |
| Q3 2018 | $502,964,000 | +0.0% | 20,052 | 0.0% | 0.19% | -7.0% |
| Q2 2018 | $502,904,000 | – | 20,052 | – | 0.20% | – |
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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% |