WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 151 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $720,000 | -25.9% | 28,662 | -26.0% | 0.00% | -50.0% |
| Q3 2021 | $972,000 | -18.8% | 38,734 | -18.7% | 0.00% | -33.3% |
| Q2 2021 | $1,197,000 | -23.8% | 47,669 | -23.9% | 0.00% | -25.0% |
| Q1 2021 | $1,571,000 | +15.8% | 62,607 | +15.8% | 0.00% | 0.0% |
| Q4 2020 | $1,357,000 | +21.4% | 54,076 | +21.3% | 0.00% | +33.3% |
| Q3 2020 | $1,118,000 | -20.9% | 44,566 | -20.9% | 0.00% | -40.0% |
| Q2 2020 | $1,414,000 | -55.3% | 56,360 | -55.2% | 0.01% | -61.5% |
| Q1 2020 | $3,160,000 | – | 125,877 | – | 0.01% | – |
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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% |