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 | $378,000 | -34.7% | 15,069 | -34.6% | 0.04% | -39.3% |
Q3 2021 | $579,000 | -47.1% | 23,055 | -47.1% | 0.06% | -40.8% |
Q2 2021 | $1,094,000 | -29.9% | 43,588 | -29.9% | 0.10% | -36.8% |
Q1 2021 | $1,561,000 | -31.4% | 62,180 | -31.4% | 0.16% | -25.9% |
Q4 2020 | $2,276,000 | -98.5% | 90,684 | -98.5% | 0.22% | -98.4% |
Q3 2020 | $148,636,000 | +16.4% | 5,919,403 | +16.5% | 13.58% | +6.9% |
Q2 2020 | $127,671,000 | -5.2% | 5,082,430 | -5.2% | 12.70% | -15.6% |
Q1 2020 | $134,654,000 | +7.6% | 5,362,582 | +7.4% | 15.05% | +35.9% |
Q4 2019 | $125,085,000 | +4.3% | 4,991,413 | +4.2% | 11.07% | -15.6% |
Q3 2019 | $119,959,000 | +5.9% | 4,788,773 | +6.0% | 13.12% | -1.3% |
Q2 2019 | $113,268,000 | +3.6% | 4,518,119 | +3.6% | 13.28% | -0.4% |
Q1 2019 | $109,347,000 | +69.6% | 4,359,958 | +69.6% | 13.34% | +37.5% |
Q4 2018 | $64,474,000 | – | 2,570,773 | – | 9.70% | – |
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% |