WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 130 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $359,000 | -5.3% | 14,300 | -5.4% | 0.01% | 0.0% |
| Q3 2021 | $379,000 | -46.4% | 15,111 | -46.3% | 0.01% | -58.8% |
| Q2 2021 | $707,000 | +0.4% | 28,140 | +0.4% | 0.02% | -10.5% |
| Q1 2021 | $704,000 | +24.2% | 28,040 | +24.2% | 0.02% | +5.6% |
| Q4 2020 | $567,000 | -7.2% | 22,580 | -7.2% | 0.02% | -21.7% |
| Q3 2020 | $611,000 | +7.4% | 24,340 | +7.5% | 0.02% | -4.2% |
| Q2 2020 | $569,000 | -12.2% | 22,640 | -12.2% | 0.02% | -31.4% |
| Q1 2020 | $648,000 | -31.3% | 25,799 | -31.4% | 0.04% | -12.5% |
| Q4 2019 | $943,000 | +152.1% | 37,599 | +152.3% | 0.04% | +135.3% |
| Q3 2019 | $374,000 | -55.9% | 14,900 | -55.9% | 0.02% | -55.3% |
| Q2 2019 | $849,000 | +141.9% | 33,775 | +141.2% | 0.04% | +81.0% |
| Q4 2018 | $351,000 | – | 14,000 | – | 0.02% | – |
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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% |