WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 127 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $435,000 | -59.4% | 17,310 | -59.5% | 0.05% | -63.0% |
| Q3 2021 | $1,071,000 | -0.1% | 42,700 | 0.0% | 0.15% | +0.7% |
| Q2 2021 | $1,072,000 | +2.9% | 42,700 | +2.9% | 0.14% | -2.0% |
| Q1 2021 | $1,042,000 | -34.7% | 41,510 | -34.7% | 0.15% | -38.3% |
| Q4 2020 | $1,596,000 | -22.7% | 63,610 | -22.7% | 0.24% | -30.2% |
| Q3 2020 | $2,066,000 | +5.7% | 82,290 | +5.8% | 0.34% | -3.9% |
| Q2 2020 | $1,954,000 | -21.9% | 77,790 | -22.0% | 0.36% | -38.1% |
| Q1 2020 | $2,503,000 | +18.0% | 99,700 | +17.7% | 0.58% | +52.9% |
| Q4 2019 | $2,122,000 | +83.1% | 84,700 | +82.9% | 0.38% | +69.5% |
| Q3 2019 | $1,159,000 | – | 46,300 | – | 0.22% | – |
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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% |