WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 128 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $27,250,000 | +3.9% | 1,086,078 | +3.9% | 0.01% | 0.0% |
| Q3 2021 | $26,230,000 | +4.3% | 1,045,052 | +4.3% | 0.01% | 0.0% |
| Q2 2021 | $25,160,000 | +12.5% | 1,001,982 | +12.4% | 0.01% | 0.0% |
| Q1 2021 | $22,372,000 | +12.2% | 891,332 | +12.2% | 0.01% | +25.0% |
| Q4 2020 | $19,931,000 | +29.3% | 794,077 | +29.4% | 0.00% | 0.0% |
| Q3 2020 | $15,411,000 | +3.3% | 613,761 | +3.4% | 0.00% | 0.0% |
| Q2 2020 | $14,914,000 | -2.8% | 593,711 | -2.8% | 0.00% | -20.0% |
| Q1 2020 | $15,342,000 | -21.9% | 611,026 | -22.1% | 0.01% | 0.0% |
| Q4 2019 | $19,651,000 | +413.1% | 784,180 | +412.9% | 0.01% | +400.0% |
| Q3 2019 | $3,830,000 | +11.3% | 152,883 | +11.4% | 0.00% | 0.0% |
| Q2 2019 | $3,440,000 | -18.9% | 137,212 | -18.9% | 0.00% | 0.0% |
| Q1 2019 | $4,244,000 | -30.2% | 169,200 | -30.2% | 0.00% | -50.0% |
| Q4 2018 | $6,078,000 | -7.6% | 242,350 | -7.6% | 0.00% | 0.0% |
| Q3 2018 | $6,576,000 | – | 262,150 | – | 0.00% | – |
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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% |