WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 133 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $359,000 | 0.0% | 14,292 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $359,000 | 0.0% | 14,292 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $359,000 | 0.0% | 14,292 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $359,000 | -7.7% | 14,292 | -7.7% | 0.01% | -62.5% |
| Q2 2020 | $389,000 | +28.4% | 15,486 | +28.3% | 0.02% | +14.3% |
| Q1 2020 | $303,000 | +0.3% | 12,067 | 0.0% | 0.01% | +40.0% |
| Q4 2019 | $302,000 | 0.0% | 12,067 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $302,000 | -0.3% | 12,067 | 0.0% | 0.01% | +11.1% |
| Q2 2019 | $303,000 | +39.6% | 12,067 | +39.4% | 0.01% | +28.6% |
| Q1 2019 | $217,000 | 0.0% | 8,659 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $217,000 | – | 8,659 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titan Capital Management, LLC /TX | 615,556 | $15,450,000 | 16.09% |
| New Perspectives, Inc | 718,263 | $18,036,000 | 14.00% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 337,294 | $8,469,000 | 2.74% |
| Clearview Wealth Advisors LLC | 157,934 | $3,966,000 | 2.45% |
| United Asset Strategies, Inc. | 589,115 | $14,793,000 | 1.97% |
| Richard Bernstein Advisors LLC | 3,641,271 | $91,431,000 | 1.90% |
| Addison Advisors LLC | 84,998 | $2,134,000 | 1.72% |
| FURE FINANCIAL CORP | 87,818 | $2,205,000 | 1.60% |
| Centennial Wealth Advisory LLC | 98,327 | $2,469,000 | 1.54% |
| Newport Wealth Strategies, Inc. | 89,373 | $2,244,000 | 1.30% |