WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 130 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $8,230,000 | -6.9% | 328,021 | -6.8% | 0.01% | -12.5% |
| Q3 2021 | $8,839,000 | +3.9% | 352,137 | +3.9% | 0.01% | 0.0% |
| Q2 2021 | $8,510,000 | +3.3% | 338,928 | +3.3% | 0.01% | 0.0% |
| Q1 2021 | $8,236,000 | +13.1% | 328,118 | +13.1% | 0.01% | 0.0% |
| Q4 2020 | $7,283,000 | -19.2% | 290,163 | -19.1% | 0.01% | -27.3% |
| Q3 2020 | $9,010,000 | +0.7% | 358,840 | +0.7% | 0.01% | -8.3% |
| Q2 2020 | $8,949,000 | -50.0% | 356,248 | -50.0% | 0.01% | -57.1% |
| Q1 2020 | $17,881,000 | +245.3% | 712,111 | +244.6% | 0.03% | +300.0% |
| Q4 2019 | $5,179,000 | -44.5% | 206,668 | -44.6% | 0.01% | -46.2% |
| Q3 2019 | $9,337,000 | +28.2% | 372,716 | +28.3% | 0.01% | +30.0% |
| Q2 2019 | $7,285,000 | -12.7% | 290,605 | -12.6% | 0.01% | -23.1% |
| Q1 2019 | $8,341,000 | +129.0% | 332,593 | +129.1% | 0.01% | +116.7% |
| Q4 2018 | $3,642,000 | +1351.0% | 145,202 | +1353.2% | 0.01% | – |
| Q3 2018 | $251,000 | – | 9,992 | – | 0.00% | – |
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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% |