WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 21 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $385,000 | +55.9% | 15,326 | +55.7% | 0.03% | +61.9% |
| Q3 2021 | $247,000 | -35.8% | 9,843 | -35.8% | 0.02% | -38.2% |
| Q2 2021 | $385,000 | -9.2% | 15,326 | -9.3% | 0.03% | -20.9% |
| Q1 2021 | $424,000 | -77.0% | 16,895 | -77.0% | 0.04% | -80.5% |
| Q4 2020 | $1,846,000 | +59.7% | 73,547 | +59.8% | 0.22% | +39.2% |
| Q3 2020 | $1,156,000 | +198.7% | 46,018 | +199.1% | 0.16% | +182.1% |
| Q2 2020 | $387,000 | +76.7% | 15,387 | +75.8% | 0.06% | -6.7% |
| Q3 2019 | $219,000 | +7.4% | 8,752 | +7.3% | 0.06% | -13.0% |
| Q2 2019 | $204,000 | -4.7% | 8,158 | -4.6% | 0.07% | -5.5% |
| Q1 2019 | $214,000 | – | 8,554 | – | 0.07% | – |
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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% |