WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 21 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $21,000 | -92.9% | 854 | -92.7% | 0.00% | -95.4% |
Q3 2020 | $294,000 | -40.0% | 11,714 | -40.0% | 0.06% | -40.4% |
Q2 2020 | $490,000 | -13.4% | 19,526 | -13.4% | 0.11% | -18.0% |
Q1 2020 | $566,000 | -44.1% | 22,555 | -44.2% | 0.13% | -29.6% |
Q4 2019 | $1,013,000 | +0.1% | 40,404 | +0.1% | 0.19% | -4.5% |
Q3 2019 | $1,012,000 | -10.7% | 40,371 | -10.7% | 0.20% | -12.0% |
Q2 2019 | $1,133,000 | -5.7% | 45,213 | -5.6% | 0.22% | -4.3% |
Q1 2019 | $1,202,000 | +0.6% | 47,883 | +0.5% | 0.24% | -9.6% |
Q4 2018 | $1,195,000 | +25.9% | 47,657 | +25.9% | 0.26% | +56.6% |
Q3 2018 | $949,000 | +48.3% | 37,845 | +48.3% | 0.17% | +46.9% |
Q2 2018 | $640,000 | – | 25,513 | – | 0.11% | – |
Download |
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% |