WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 146 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $969,000 | -1.8% | 38,600 | -1.8% | 0.02% | -15.4% |
| Q3 2020 | $987,000 | -60.5% | 39,325 | -60.4% | 0.03% | -60.6% |
| Q2 2020 | $2,497,000 | +234.3% | 99,390 | +234.3% | 0.07% | +164.0% |
| Q1 2020 | $747,000 | +112.2% | 29,731 | +111.8% | 0.02% | +177.8% |
| Q4 2019 | $352,000 | -84.1% | 14,036 | -84.2% | 0.01% | -86.8% |
| Q2 2019 | $2,216,000 | -29.8% | 88,577 | -29.7% | 0.07% | -34.0% |
| Q1 2019 | $3,158,000 | -15.0% | 126,024 | -15.0% | 0.10% | -28.5% |
| Q4 2018 | $3,714,000 | +28.0% | 148,331 | +28.1% | 0.14% | +42.6% |
| Q3 2018 | $2,901,000 | +214.0% | 115,776 | +214.0% | 0.10% | +146.3% |
| Q1 2018 | $924,000 | – | 36,873 | – | 0.04% | – |
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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% |