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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,263,000 | +1.4% | 124,562 | -49.4% | 6.30% | +13.9% |
| Q4 2021 | $6,176,000 | -57.9% | 246,153 | -57.9% | 5.53% | -57.9% |
| Q3 2021 | $14,659,000 | -5.1% | 584,015 | -5.1% | 13.14% | -18.4% |
| Q2 2021 | $15,450,000 | 0.0% | 615,556 | 0.0% | 16.09% | +0.3% |
| Q1 2021 | $15,450,000 | – | 615,556 | – | 16.04% | – |
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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% |