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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $329,000 | -56.4% | 13,086 | -56.5% | 0.02% | -61.0% |
| Q4 2020 | $755,000 | -28.0% | 30,062 | -28.0% | 0.04% | -36.9% |
| Q3 2020 | $1,049,000 | -49.3% | 41,772 | -49.3% | 0.06% | -55.5% |
| Q2 2020 | $2,068,000 | -97.1% | 82,352 | -97.1% | 0.15% | -97.4% |
| Q1 2020 | $70,257,000 | -39.8% | 2,798,006 | -39.9% | 5.60% | -21.5% |
| Q4 2019 | $116,698,000 | +6.1% | 4,656,723 | +6.1% | 7.13% | -2.3% |
| Q3 2019 | $109,977,000 | -46.9% | 4,390,287 | -46.8% | 7.30% | -46.6% |
| Q2 2019 | $206,922,000 | +110.2% | 8,253,764 | +110.3% | 13.67% | +84.2% |
| Q1 2019 | $98,433,000 | +76.3% | 3,924,740 | +76.3% | 7.42% | +50.3% |
| Q4 2018 | $55,839,000 | – | 2,226,417 | – | 4.94% | – |
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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% |