WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 134 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $399,000 | +0.3% | 7,929 | -50.0% | 0.23% | +4.6% |
| Q4 2021 | $398,000 | -7.9% | 15,860 | -7.9% | 0.22% | -8.0% |
| Q3 2021 | $432,000 | 0.0% | 17,215 | 0.0% | 0.24% | -4.0% |
| Q2 2021 | $432,000 | 0.0% | 17,215 | 0.0% | 0.25% | -2.8% |
| Q1 2021 | $432,000 | -39.4% | 17,215 | -39.4% | 0.25% | -43.2% |
| Q4 2020 | $713,000 | 0.0% | 28,412 | 0.0% | 0.45% | -10.6% |
| Q3 2020 | $713,000 | -0.1% | 28,412 | 0.0% | 0.50% | -1.4% |
| Q2 2020 | $714,000 | +0.1% | 28,412 | 0.0% | 0.51% | -11.8% |
| Q1 2020 | $713,000 | -0.7% | 28,412 | -0.8% | 0.58% | +11.7% |
| Q4 2019 | $718,000 | -6.1% | 28,650 | -6.2% | 0.52% | -17.3% |
| Q3 2019 | $765,000 | -9.5% | 30,558 | -9.4% | 0.62% | -12.9% |
| Q2 2019 | $845,000 | -14.0% | 33,714 | -13.9% | 0.72% | -16.6% |
| Q1 2019 | $982,000 | -97.0% | 39,165 | -97.0% | 0.86% | -97.5% |
| Q4 2018 | $32,738,000 | – | 1,305,337 | – | 34.22% | – |
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% |