WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 133 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Titan Capital Management, LLC /TX | 615,556 | $15,450,000 | 16.09% |
| New Perspectives, Inc | 718,263 | $18,036,000 | 14.00% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 337,294 | $8,469,000 | 2.74% |
| Clearview Wealth Advisors LLC | 157,934 | $3,966,000 | 2.45% |
| United Asset Strategies, Inc. | 589,115 | $14,793,000 | 1.97% |
| Richard Bernstein Advisors LLC | 3,641,271 | $91,431,000 | 1.90% |
| Addison Advisors LLC | 84,998 | $2,134,000 | 1.72% |
| FURE FINANCIAL CORP | 87,818 | $2,205,000 | 1.60% |
| Centennial Wealth Advisory LLC | 98,327 | $2,469,000 | 1.54% |
| Newport Wealth Strategies, Inc. | 89,373 | $2,244,000 | 1.30% |