SHEPHERD KAPLAN KROCHUK, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 140 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
SHEPHERD KAPLAN KROCHUK, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$543,0000.0%21,6200.0%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$494,0000.0%19,6700.0%0.22%
-72.3%
Q1 2020$494,000
+0.2%
19,6700.0%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$362,0000.0%14,4200.0%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$532,00021,2200.32%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
Aurora Private Wealth, Inc. 585,782$14,703,0006.22%
Clearview Wealth Advisors LLC 182,777$4,588,0003.08%
Newport Wealth Strategies, Inc. 154,181$3,871,0002.90%
Addison Advisors LLC 95,964$2,409,0002.31%
United Asset Strategies, Inc. 517,559$12,991,0002.04%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 406,582$10,205,0001.97%
QUEST CAPITAL MANAGEMENT INC /ADV 290,437$7,290,0001.70%
FURE FINANCIAL CORP 94,046$2,361,0001.68%
1900 WEALTH MANAGEMENT LLC 476,818$11,969,0001.40%
Private Wealth Strategies, L.L.C. 144,008$3,615,0001.09%
View complete list of WISDOMTREE TR shareholders