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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,670,000 | -25.6% | 66,530 | -25.6% | 1.01% | -22.1% |
| Q2 2021 | $2,244,000 | -41.7% | 89,373 | -41.7% | 1.30% | -45.7% |
| Q1 2021 | $3,846,000 | -0.6% | 153,240 | -0.6% | 2.39% | -17.6% |
| Q4 2020 | $3,871,000 | -0.1% | 154,181 | 0.0% | 2.90% | +0.5% |
| Q3 2020 | $3,875,000 | +10.7% | 154,181 | +10.7% | 2.88% | -9.6% |
| Q2 2020 | $3,499,000 | +13.3% | 139,278 | +13.3% | 3.19% | +9.9% |
| Q1 2020 | $3,087,000 | +16.8% | 122,974 | +16.7% | 2.90% | +51.2% |
| Q4 2019 | $2,643,000 | +33.1% | 105,341 | +32.9% | 1.92% | +6.2% |
| Q3 2019 | $1,985,000 | -16.0% | 79,255 | -15.8% | 1.81% | -16.8% |
| Q2 2019 | $2,363,000 | -0.5% | 94,165 | -0.5% | 2.17% | -9.0% |
| Q1 2019 | $2,374,000 | -0.8% | 94,623 | -0.8% | 2.39% | -27.2% |
| Q4 2018 | $2,392,000 | +64.1% | 95,343 | +64.1% | 3.28% | +76.4% |
| Q3 2018 | $1,458,000 | – | 58,103 | – | 1.86% | – |
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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% |