WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 129 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Aurora Private Wealth, Inc. | 585,782 | $14,703,000 | 6.22% |
| Clearview Wealth Advisors LLC | 182,777 | $4,588,000 | 3.08% |
| Newport Wealth Strategies, Inc. | 154,181 | $3,871,000 | 2.90% |
| Addison Advisors LLC | 95,964 | $2,409,000 | 2.31% |
| United Asset Strategies, Inc. | 517,559 | $12,991,000 | 2.04% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 406,582 | $10,205,000 | 1.97% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 290,437 | $7,290,000 | 1.70% |
| FURE FINANCIAL CORP | 94,046 | $2,361,000 | 1.68% |
| 1900 WEALTH MANAGEMENT LLC | 476,818 | $11,969,000 | 1.40% |
| Private Wealth Strategies, L.L.C. | 144,008 | $3,615,000 | 1.09% |