WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 3 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $134,800,000 | +3.5% | 2,681 | -48.3% | 0.08% | +7.9% |
| Q4 2021 | $130,217,000 | +1.9% | 5,190 | +2.0% | 0.08% | -8.4% |
| Q3 2021 | $127,759,000 | -1.3% | 5,090 | -1.3% | 0.08% | -12.6% |
| Q4 2020 | $129,390,000 | +6.1% | 5,155 | +6.2% | 0.10% | -7.8% |
| Q3 2020 | $121,909,000 | -3.8% | 4,855 | -3.8% | 0.10% | -14.2% |
| Q2 2020 | $126,730,000 | +2.6% | 5,045 | +2.5% | 0.12% | -11.8% |
| Q1 2020 | $123,541,000 | +0.4% | 4,920 | +0.2% | 0.14% | +44.7% |
| Q4 2019 | $123,044,000 | +2.7% | 4,910 | +2.6% | 0.09% | +2.2% |
| Q3 2019 | $119,864,000 | -0.1% | 4,785 | 0.0% | 0.09% | -9.8% |
| Q2 2019 | $119,959,000 | – | 4,785 | – | 0.10% | – |
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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% |