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 | $1,365,000 | +1.0% | 54,401 | +1.1% | 0.01% | +11.1% |
| Q3 2021 | $1,351,000 | +18.5% | 53,830 | +18.7% | 0.01% | -10.0% |
| Q2 2021 | $1,140,000 | -38.3% | 45,367 | -38.4% | 0.01% | -44.4% |
| Q1 2021 | $1,848,000 | -37.4% | 73,616 | -37.4% | 0.02% | -41.9% |
| Q4 2020 | $2,951,000 | -31.1% | 117,586 | -31.1% | 0.03% | -44.6% |
| Q3 2020 | $4,285,000 | -14.5% | 170,669 | -14.4% | 0.06% | -20.0% |
| Q2 2020 | $5,009,000 | +4.6% | 199,383 | +4.6% | 0.07% | -20.5% |
| Q1 2020 | $4,787,000 | -27.9% | 190,660 | -28.1% | 0.09% | -14.6% |
| Q4 2019 | $6,643,000 | -35.2% | 265,116 | -35.2% | 0.10% | -35.2% |
| Q3 2019 | $10,254,000 | +0.9% | 409,352 | +1.0% | 0.16% | -13.6% |
| Q2 2019 | $10,162,000 | +19.4% | 405,353 | +19.5% | 0.18% | +9.5% |
| Q1 2019 | $8,508,000 | +40.4% | 339,219 | +40.4% | 0.17% | +35.5% |
| Q3 2018 | $6,058,000 | – | 241,532 | – | 0.12% | – |
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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% |