WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 146 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,508,000 | +10.9% | 60,120 | +11.0% | 0.01% | 0.0% |
| Q3 2021 | $1,360,000 | -22.2% | 54,167 | -22.1% | 0.01% | -12.5% |
| Q2 2021 | $1,747,000 | -47.9% | 69,564 | -48.0% | 0.01% | -55.6% |
| Q1 2021 | $3,355,000 | +125.9% | 133,679 | +125.9% | 0.02% | +100.0% |
| Q4 2020 | $1,485,000 | -3.9% | 59,182 | -3.9% | 0.01% | -10.0% |
| Q3 2020 | $1,546,000 | -43.5% | 61,581 | -43.5% | 0.01% | -52.4% |
| Q2 2020 | $2,738,000 | +17.6% | 109,015 | +17.6% | 0.02% | -4.5% |
| Q1 2020 | $2,328,000 | +57.8% | 92,694 | +57.5% | 0.02% | +100.0% |
| Q4 2019 | $1,475,000 | -1.9% | 58,863 | -1.9% | 0.01% | -15.4% |
| Q3 2019 | $1,504,000 | +11.2% | 60,023 | +11.3% | 0.01% | +8.3% |
| Q2 2019 | $1,352,000 | +18.6% | 53,911 | +18.6% | 0.01% | +9.1% |
| Q1 2019 | $1,140,000 | +42.5% | 45,442 | +42.5% | 0.01% | +22.2% |
| Q4 2018 | $800,000 | -79.3% | 31,883 | -79.3% | 0.01% | -75.7% |
| Q3 2018 | $3,856,000 | +318.7% | 153,744 | +318.5% | 0.04% | +270.0% |
| Q2 2018 | $921,000 | – | 36,736 | – | 0.01% | – |
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% |