WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 151 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $2,962,000 | +4.4% | 118,049 | +4.5% | 0.01% | -25.0% |
Q3 2021 | $2,838,000 | -13.8% | 112,970 | -13.8% | 0.01% | -20.0% |
Q2 2021 | $3,294,000 | +30.4% | 131,029 | +30.3% | 0.01% | +25.0% |
Q1 2021 | $2,526,000 | +67.4% | 100,574 | +67.4% | 0.01% | +14.3% |
Q3 2020 | $1,509,000 | -84.7% | 60,095 | -84.7% | 0.01% | -87.0% |
Q2 2020 | $9,850,000 | +0.8% | 392,490 | +0.8% | 0.05% | -14.3% |
Q1 2020 | $9,769,000 | -38.8% | 389,318 | -38.9% | 0.06% | -33.0% |
Q4 2019 | $15,965,000 | -21.3% | 636,702 | -21.4% | 0.09% | -14.5% |
Q3 2019 | $20,279,000 | -1.0% | 809,778 | -0.9% | 0.11% | -9.8% |
Q2 2019 | $20,485,000 | +30.7% | 817,031 | +30.8% | 0.12% | +16.2% |
Q1 2019 | $15,671,000 | +13.5% | 624,800 | +13.5% | 0.10% | -0.9% |
Q4 2018 | $13,804,000 | – | 550,285 | – | 0.11% | – |
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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% |