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 2019 | $5,060,000 | -6.9% | 201,915 | -6.9% | 0.49% | -11.3% |
Q3 2019 | $5,433,000 | -7.2% | 216,885 | -7.1% | 0.55% | -10.3% |
Q2 2019 | $5,852,000 | +3.0% | 233,444 | +3.0% | 0.61% | +0.5% |
Q1 2019 | $5,682,000 | -1.6% | 226,554 | -1.6% | 0.61% | -9.4% |
Q4 2018 | $5,776,000 | +3.7% | 230,323 | +3.7% | 0.67% | +8.6% |
Q3 2018 | $5,572,000 | +4.7% | 222,136 | +4.7% | 0.62% | +5.1% |
Q2 2018 | $5,321,000 | – | 212,144 | – | 0.59% | – |
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% |