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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $604,000 | -3.8% | 24,071 | -3.9% | 0.16% | -8.6% |
| Q3 2021 | $628,000 | -5.8% | 25,035 | -5.8% | 0.17% | -2.8% |
| Q2 2021 | $667,000 | -14.9% | 26,574 | -14.9% | 0.18% | -17.1% |
| Q1 2021 | $784,000 | -6.4% | 31,225 | -6.4% | 0.22% | -12.6% |
| Q4 2020 | $838,000 | -1.2% | 33,367 | -1.2% | 0.25% | -15.1% |
| Q3 2020 | $848,000 | -3.5% | 33,789 | -3.4% | 0.29% | -6.4% |
| Q2 2020 | $879,000 | 0.0% | 34,988 | -0.0% | 0.31% | -28.7% |
| Q1 2020 | $879,000 | +0.1% | 34,991 | -0.0% | 0.44% | +41.6% |
| Q4 2019 | $878,000 | 0.0% | 35,007 | -0.1% | 0.31% | -2.8% |
| Q3 2019 | $878,000 | +6.4% | 35,052 | +6.6% | 0.32% | +12.0% |
| Q2 2019 | $825,000 | +0.1% | 32,888 | +0.1% | 0.28% | +9.7% |
| Q1 2019 | $824,000 | +15.6% | 32,842 | +15.6% | 0.26% | -3.4% |
| Q4 2018 | $713,000 | +76.0% | 28,416 | +75.9% | 0.27% | +96.3% |
| Q3 2018 | $405,000 | +25.0% | 16,157 | +25.1% | 0.14% | +9.7% |
| Q2 2018 | $324,000 | – | 12,914 | – | 0.12% | – |
Download | ||||||
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% |