WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 151 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $589,000 | -1.3% | 23,490 | -1.3% | 0.12% | -8.3% |
Q3 2021 | $597,000 | -5.2% | 23,790 | -5.2% | 0.13% | -2.9% |
Q2 2021 | $630,000 | -20.9% | 25,090 | -20.9% | 0.14% | -29.5% |
Q1 2021 | $796,000 | -1.2% | 31,700 | -1.2% | 0.19% | -7.7% |
Q4 2020 | $806,000 | -3.5% | 32,100 | -3.5% | 0.21% | -16.1% |
Q3 2020 | $835,000 | +0.1% | 33,260 | +0.2% | 0.25% | -9.1% |
Q2 2020 | $834,000 | +5.0% | 33,200 | +5.0% | 0.27% | -8.1% |
Q1 2020 | $794,000 | -14.2% | 31,610 | -14.4% | 0.30% | +2.4% |
Q4 2019 | $925,000 | +27.1% | 36,930 | +27.0% | 0.29% | +16.9% |
Q3 2019 | $728,000 | +7.7% | 29,080 | +7.9% | 0.25% | +4.6% |
Q2 2019 | $676,000 | +389.9% | 26,950 | +390.0% | 0.24% | +366.7% |
Q1 2019 | $138,000 | – | 5,500 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Prestige Wealth Management Group LLC | 1,528,244 | $38,282,000 | 22.40% |
Merit Financial Group, LLC | 4,788,773 | $119,959,000 | 13.12% |
CWH Capital Management, Inc. | 814,724 | $20,409,000 | 8.10% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4,390,287 | $109,977,000 | 7.30% |
Wealthquest Corp | 741,074 | $18,563,000 | 6.20% |
Capital Planning Advisors, LLC | 498,817 | $12,495,000 | 3.64% |
ENTERPRISE FINANCIAL SERVICES CORP | 612,966 | $15,355,000 | 3.50% |
GARRISON BRADFORD & ASSOCIATES INC | 89,900 | $2,252,000 | 3.07% |
ACG Wealth | 797,748 | $19,984,000 | 2.95% |
United Asset Strategies, Inc. | 514,674 | $12,893,000 | 2.82% |