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 | $3,000 | -25.0% | 123 | -20.1% | 0.00% | -100.0% |
| Q3 2021 | $4,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | -42.9% | 154 | -46.2% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | 0.0% | 286 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | -94.7% | 286 | -94.6% | 0.00% | -96.4% |
| Q2 2020 | $132,000 | -99.1% | 5,252 | -99.1% | 0.03% | -99.3% |
| Q1 2020 | $15,360,000 | -1.2% | 611,704 | -1.4% | 3.88% | +14.4% |
| Q4 2019 | $15,550,000 | +1.3% | 620,482 | +1.2% | 3.39% | -3.1% |
| Q3 2019 | $15,355,000 | -6.7% | 612,966 | -6.6% | 3.50% | -2.2% |
| Q2 2019 | $16,452,000 | -2.0% | 656,217 | -1.9% | 3.57% | -2.4% |
| Q1 2019 | $16,784,000 | – | 669,188 | – | 3.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aurora Private Wealth, Inc. | 585,782 | $14,703,000 | 6.22% |
| Clearview Wealth Advisors LLC | 182,777 | $4,588,000 | 3.08% |
| Newport Wealth Strategies, Inc. | 154,181 | $3,871,000 | 2.90% |
| Addison Advisors LLC | 95,964 | $2,409,000 | 2.31% |
| United Asset Strategies, Inc. | 517,559 | $12,991,000 | 2.04% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 406,582 | $10,205,000 | 1.97% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 290,437 | $7,290,000 | 1.70% |
| FURE FINANCIAL CORP | 94,046 | $2,361,000 | 1.68% |
| 1900 WEALTH MANAGEMENT LLC | 476,818 | $11,969,000 | 1.40% |
| Private Wealth Strategies, L.L.C. | 144,008 | $3,615,000 | 1.09% |