WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 128 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $70,000 | -10.3% | 2,791 | -10.5% | 0.01% | -14.3% |
Q3 2021 | $78,000 | -13.3% | 3,119 | -13.2% | 0.01% | -12.5% |
Q2 2021 | $90,000 | -60.9% | 3,595 | -60.8% | 0.02% | -69.8% |
Q1 2021 | $230,000 | -46.3% | 9,166 | -46.3% | 0.05% | -50.5% |
Q4 2020 | $428,000 | -12.8% | 17,056 | -12.8% | 0.11% | -33.1% |
Q3 2020 | $491,000 | +19.8% | 19,553 | +19.7% | 0.16% | +1.9% |
Q2 2020 | $410,000 | +18.8% | 16,336 | +18.8% | 0.16% | -0.6% |
Q1 2020 | $345,000 | -27.8% | 13,746 | -92.8% | 0.16% | -11.7% |
Q4 2019 | $478,000 | +7.2% | 190,992 | +972.1% | 0.18% | -10.9% |
Q3 2019 | $446,000 | +59.3% | 17,814 | +59.5% | 0.20% | +66.1% |
Q2 2019 | $280,000 | +26.1% | 11,170 | +26.4% | 0.12% | +6.1% |
Q1 2019 | $222,000 | +94.7% | 8,838 | +95.2% | 0.11% | +52.0% |
Q4 2018 | $114,000 | +1040.0% | 4,527 | +1028.9% | 0.08% | +1150.0% |
Q3 2018 | $10,000 | – | 401 | – | 0.01% | – |
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% |