WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 130 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $280,000 | 0.0% | 11,150 | 0.0% | 0.07% | -6.8% |
| Q3 2021 | $280,000 | -8.2% | 11,150 | -8.2% | 0.07% | -9.8% |
| Q2 2021 | $305,000 | -14.8% | 12,150 | -14.7% | 0.08% | -21.9% |
| Q1 2021 | $358,000 | – | 14,250 | 0.0% | 0.10% | – |
| Q4 2020 | $0 | -100.0% | 14,250 | -21.9% | 0.00% | -100.0% |
| Q3 2020 | $458,000 | 0.0% | 18,250 | 0.0% | 0.17% | -10.2% |
| Q2 2020 | $458,000 | -40.4% | 18,250 | -40.4% | 0.19% | -52.4% |
| Q1 2020 | $769,000 | -7.3% | 30,623 | -7.6% | 0.39% | +23.0% |
| Q4 2019 | $830,000 | -27.1% | 33,135 | -27.2% | 0.32% | -34.0% |
| Q3 2019 | $1,139,000 | +63.4% | 45,485 | +63.7% | 0.48% | +61.2% |
| Q2 2019 | $697,000 | +189.2% | 27,785 | +189.4% | 0.30% | +182.1% |
| Q1 2019 | $241,000 | – | 9,600 | – | 0.11% | – |
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% |