WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 93 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $262,000 | -1.9% | 10,457 | -1.7% | 0.06% | -9.0% |
| Q3 2020 | $267,000 | +17.6% | 10,643 | +17.8% | 0.07% | +17.5% |
| Q2 2020 | $227,000 | +4.1% | 9,035 | +4.2% | 0.06% | -38.7% |
| Q1 2020 | $218,000 | +6.3% | 8,673 | +6.0% | 0.09% | -21.2% |
| Q4 2018 | $205,000 | – | 8,183 | – | 0.12% | – |
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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% |