WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 125 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $316,914,000 | +232.1% | 12,631,086 | +232.3% | 6.11% | +217.8% |
| Q3 2021 | $95,416,000 | +4.4% | 3,801,475 | +4.4% | 1.92% | +1.5% |
| Q2 2021 | $91,431,000 | +1521.7% | 3,641,271 | +1521.7% | 1.90% | +847.5% |
| Q1 2020 | $5,638,000 | +10.3% | 224,536 | +10.0% | 0.20% | +21.2% |
| Q4 2019 | $5,111,000 | 0.0% | 204,057 | 0.0% | 0.16% | -1.2% |
| Q3 2019 | $5,111,000 | -98.2% | 204,057 | -98.2% | 0.17% | -98.2% |
| Q2 2019 | $280,495,000 | +1.6% | 11,188,473 | +1.7% | 9.31% | +4.0% |
| Q1 2019 | $275,967,000 | – | 11,003,478 | – | 8.95% | – |
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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% |