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 2022 | $660,000 | +0.3% | 13,120 | -50.0% | 0.25% | +5.5% |
| Q4 2021 | $658,000 | +3.9% | 26,240 | +4.0% | 0.24% | +2.2% |
| Q3 2021 | $633,000 | -2.0% | 25,230 | -1.9% | 0.23% | +0.9% |
| Q2 2021 | $646,000 | +19.0% | 25,730 | +19.0% | 0.23% | +9.5% |
| Q1 2021 | $543,000 | 0.0% | 21,620 | 0.0% | 0.21% | +5.0% |
| Q4 2020 | $543,000 | +26.0% | 21,620 | +26.0% | 0.20% | +11.7% |
| Q3 2020 | $431,000 | -12.8% | 17,160 | -12.8% | 0.18% | -19.0% |
| Q2 2020 | $494,000 | 0.0% | 19,670 | 0.0% | 0.22% | -72.3% |
| Q1 2020 | $494,000 | +0.2% | 19,670 | 0.0% | 0.80% | +114.5% |
| Q4 2019 | $493,000 | +14.7% | 19,670 | +14.5% | 0.37% | +18.5% |
| Q3 2019 | $430,000 | +18.8% | 17,180 | +19.1% | 0.31% | +22.7% |
| Q2 2019 | $362,000 | 0.0% | 14,420 | 0.0% | 0.26% | +13.3% |
| Q1 2019 | $362,000 | -30.0% | 14,420 | -30.1% | 0.23% | -36.2% |
| Q4 2018 | $517,000 | -1.1% | 20,620 | -1.1% | 0.35% | +31.6% |
| Q3 2018 | $523,000 | -1.7% | 20,850 | -1.7% | 0.27% | -17.0% |
| Q2 2018 | $532,000 | – | 21,220 | – | 0.32% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Merit Financial Group, LLC | 5,919,403 | $148,636,000 | 13.58% |
| Aurora Private Wealth, Inc. | 539,925 | $13,558,000 | 5.80% |
| Clearwater Capital Advisors, LLC | 1,139,820 | $28,621,000 | 4.50% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 495,536 | $12,443,000 | 3.44% |
| Newport Wealth Strategies, Inc. | 154,181 | $3,875,000 | 2.88% |
| United Asset Strategies, Inc. | 503,428 | $12,641,000 | 2.32% |
| ACG Wealth | 510,509 | $12,819,000 | 1.93% |
| FURE FINANCIAL CORP | 96,515 | $2,423,000 | 1.79% |
| SkyOak Wealth, LLC | 174,951 | $4,393,000 | 1.58% |
| Legend Financial Advisors, Inc. | 72,431 | $1,819,000 | 1.44% |