WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 141 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $442,000 | +0.2% | 8,790 | -50.0% | 0.03% | +14.3% |
| Q4 2021 | $441,000 | 0.0% | 17,583 | 0.0% | 0.03% | -12.5% |
| Q3 2021 | $441,000 | 0.0% | 17,583 | 0.0% | 0.03% | +3.2% |
| Q2 2021 | $441,000 | -66.3% | 17,583 | -66.3% | 0.03% | -69.3% |
| Q1 2021 | $1,309,000 | -7.4% | 52,153 | -7.4% | 0.10% | +2.0% |
| Q4 2020 | $1,414,000 | -2.8% | 56,331 | -2.8% | 0.10% | -13.2% |
| Q3 2020 | $1,455,000 | +4.6% | 57,959 | +4.7% | 0.11% | -6.6% |
| Q2 2020 | $1,391,000 | -0.1% | 55,364 | -0.1% | 0.12% | -22.8% |
| Q1 2020 | $1,392,000 | +0.2% | 55,427 | +0.0% | 0.16% | +22.5% |
| Q4 2019 | $1,389,000 | -4.1% | 55,421 | -4.1% | 0.13% | -11.6% |
| Q3 2019 | $1,448,000 | -7.1% | 57,787 | -7.1% | 0.15% | -10.4% |
| Q2 2019 | $1,559,000 | 0.0% | 62,179 | 0.0% | 0.16% | -3.6% |
| Q1 2019 | $1,559,000 | 0.0% | 62,179 | 0.0% | 0.17% | -12.9% |
| Q4 2018 | $1,559,000 | – | 62,179 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 894,485 | $22,469,000 | 14.13% |
| Merit Financial Group, LLC | 5,082,430 | $127,671,000 | 12.70% |
| Aurora Private Wealth, Inc. | 532,311 | $13,372,000 | 6.15% |
| Wealthquest Corp | 724,483 | $18,199,000 | 4.63% |
| Clearwater Capital Advisors, LLC | 1,091,674 | $27,423,000 | 4.58% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 565,129 | $14,196,000 | 4.26% |
| Newport Wealth Strategies, Inc. | 139,278 | $3,499,000 | 3.19% |
| GARRISON BRADFORD & ASSOCIATES INC | 87,343 | $2,194,000 | 3.19% |
| Tillar-Wenstrup Advisors, LLC | 151,195 | $3,798,000 | 2.30% |
| FURE FINANCIAL CORP | 97,166 | $2,440,000 | 1.95% |