WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 138 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $566,000 | -4.2% | 22,545 | -4.2% | 0.06% | -25.6% |
| Q4 2020 | $591,000 | -18.4% | 23,545 | -18.4% | 0.09% | -8.5% |
| Q3 2020 | $724,000 | -10.5% | 28,847 | -10.5% | 0.09% | +91.8% |
| Q2 2020 | $809,000 | -1.1% | 32,219 | -1.1% | 0.05% | -60.5% |
| Q1 2020 | $818,000 | +1.0% | 32,584 | +0.9% | 0.12% | +13.8% |
| Q4 2019 | $810,000 | -1.0% | 32,309 | -1.0% | 0.11% | +0.9% |
| Q3 2019 | $818,000 | -68.0% | 32,649 | -68.0% | 0.11% | -70.3% |
| Q2 2019 | $2,555,000 | -0.6% | 101,912 | -0.6% | 0.36% | -2.4% |
| Q1 2019 | $2,571,000 | +10.3% | 102,497 | +10.3% | 0.37% | +5.7% |
| Q4 2018 | $2,330,000 | +0.2% | 92,887 | +0.2% | 0.35% | -0.3% |
| Q3 2018 | $2,326,000 | – | 92,727 | – | 0.35% | – |
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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% |