WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 3 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $18,365,000 | -6.8% | 731,980 | -6.7% | 0.02% | -16.7% |
| Q3 2021 | $19,695,000 | +11.3% | 784,656 | +11.4% | 0.02% | 0.0% |
| Q2 2021 | $17,689,000 | -0.2% | 704,463 | -0.2% | 0.02% | -10.0% |
| Q1 2021 | $17,721,000 | +11.4% | 706,008 | +11.4% | 0.02% | -4.8% |
| Q4 2020 | $15,909,000 | -23.2% | 633,828 | -23.1% | 0.02% | -34.4% |
| Q3 2020 | $20,709,000 | +17.9% | 824,720 | +17.9% | 0.03% | +3.2% |
| Q2 2020 | $17,568,000 | -22.9% | 699,364 | -22.9% | 0.03% | -36.7% |
| Q1 2020 | $22,783,000 | +164.4% | 907,342 | +163.9% | 0.05% | +206.2% |
| Q4 2019 | $8,617,000 | +12.4% | 343,838 | +12.3% | 0.02% | 0.0% |
| Q3 2019 | $7,668,000 | -9.7% | 306,124 | -9.7% | 0.02% | -11.1% |
| Q2 2019 | $8,496,000 | -0.3% | 338,909 | -0.2% | 0.02% | -5.3% |
| Q1 2019 | $8,518,000 | -4.6% | 339,652 | -4.6% | 0.02% | -20.8% |
| Q4 2018 | $8,928,000 | +273.9% | 355,996 | +274.0% | 0.02% | +300.0% |
| Q3 2018 | $2,388,000 | +617.1% | 95,194 | +617.8% | 0.01% | +500.0% |
| Q2 2018 | $333,000 | – | 13,261 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aurora Private Wealth, Inc. | 585,782 | $14,703,000 | 6.22% |
| Clearview Wealth Advisors LLC | 182,777 | $4,588,000 | 3.08% |
| Newport Wealth Strategies, Inc. | 154,181 | $3,871,000 | 2.90% |
| Addison Advisors LLC | 95,964 | $2,409,000 | 2.31% |
| United Asset Strategies, Inc. | 517,559 | $12,991,000 | 2.04% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 406,582 | $10,205,000 | 1.97% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 290,437 | $7,290,000 | 1.70% |
| FURE FINANCIAL CORP | 94,046 | $2,361,000 | 1.68% |
| 1900 WEALTH MANAGEMENT LLC | 476,818 | $11,969,000 | 1.40% |
| Private Wealth Strategies, L.L.C. | 144,008 | $3,615,000 | 1.09% |