WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 93 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $595,000 | +0.5% | 23,875 | +0.9% | 0.01% | 0.0% |
| Q3 2021 | $592,000 | -2.3% | 23,651 | -2.2% | 0.01% | -7.7% |
| Q2 2021 | $606,000 | -17.3% | 24,189 | -17.5% | 0.01% | -7.1% |
| Q1 2021 | $733,000 | -26.5% | 29,314 | -26.3% | 0.01% | -65.0% |
| Q4 2020 | $997,000 | +23.2% | 39,770 | +23.4% | 0.04% | -16.7% |
| Q3 2020 | $809,000 | +266.1% | 32,235 | +266.0% | 0.05% | +166.7% |
| Q2 2020 | $221,000 | – | 8,807 | – | 0.02% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2019 | $25,000 | 0.0% | 1,005 | +0.5% | 0.00% | +50.0% |
| Q4 2018 | $25,000 | 0.0% | 1,000 | +0.5% | 0.00% | +100.0% |
| Q3 2018 | $25,000 | 0.0% | 995 | -1.0% | 0.00% | -66.7% |
| Q1 2016 | $25,000 | – | 1,005 | – | 0.00% | – |
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% |