WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 151 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,965,000 | +2.9% | 78,303 | +2.9% | 0.78% | +0.3% |
| Q3 2021 | $1,910,000 | +11.5% | 76,095 | +11.6% | 0.77% | +13.5% |
| Q2 2021 | $1,713,000 | -11.4% | 68,208 | -11.4% | 0.68% | -18.5% |
| Q1 2021 | $1,933,000 | +37.5% | 76,993 | +37.4% | 0.84% | +53.1% |
| Q4 2020 | $1,406,000 | +10.3% | 56,020 | +10.3% | 0.55% | -4.9% |
| Q3 2020 | $1,275,000 | +1.2% | 50,793 | +1.2% | 0.57% | -7.9% |
| Q2 2020 | $1,260,000 | +19.8% | 50,179 | +19.7% | 0.62% | -35.8% |
| Q1 2020 | $1,052,000 | -11.8% | 41,907 | -12.0% | 0.97% | +78.2% |
| Q4 2019 | $1,193,000 | +3.1% | 47,619 | +3.1% | 0.54% | -1.1% |
| Q3 2019 | $1,157,000 | +6.9% | 46,201 | +7.1% | 0.55% | +12.4% |
| Q2 2019 | $1,082,000 | +0.9% | 43,141 | +0.9% | 0.49% | -3.7% |
| Q1 2019 | $1,072,000 | +45.9% | 42,757 | +45.8% | 0.51% | +35.0% |
| Q4 2018 | $735,000 | – | 29,321 | – | 0.38% | – |
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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% |