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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,487,000 | -0.2% | 99,102 | -0.2% | 0.04% | -11.9% |
| Q3 2021 | $2,492,000 | +0.8% | 99,294 | +1.0% | 0.04% | -6.7% |
| Q2 2021 | $2,473,000 | -10.9% | 98,341 | -10.8% | 0.04% | -25.0% |
| Q1 2021 | $2,774,000 | -0.9% | 110,207 | -0.9% | 0.06% | -10.4% |
| Q4 2020 | $2,798,000 | -69.4% | 111,169 | -69.5% | 0.07% | -54.4% |
| Q3 2020 | $9,146,000 | +200.0% | 363,960 | +200.0% | 0.15% | +67.0% |
| Q2 2020 | $3,049,000 | -91.6% | 121,340 | -91.6% | 0.09% | -91.8% |
| Q1 2020 | $36,173,000 | +2.1% | 1,441,361 | +2.0% | 1.08% | +31.4% |
| Q4 2019 | $35,420,000 | +8.3% | 1,413,185 | +8.3% | 0.82% | -37.9% |
| Q3 2019 | $32,706,000 | +8.5% | 1,304,794 | +8.5% | 1.32% | -0.5% |
| Q2 2019 | $30,137,000 | +7.2% | 1,202,099 | +7.3% | 1.33% | -11.1% |
| Q1 2019 | $28,110,000 | – | 1,120,817 | – | 1.50% | – |
Download | ||||||
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% |