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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $736,000 | -31.3% | 29,325 | -31.2% | 0.16% | -58.2% |
Q3 2021 | $1,071,000 | -10.7% | 42,650 | -10.7% | 0.38% | +32.2% |
Q2 2021 | $1,199,000 | +29.2% | 47,735 | +29.1% | 0.29% | +25.4% |
Q1 2021 | $928,000 | +73.1% | 36,986 | +73.4% | 0.23% | +44.3% |
Q4 2020 | $536,000 | – | 21,335 | – | 0.16% | – |
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% |