WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 128 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $170,000 | -7.1% | 3,383 | -53.6% | 0.04% | -4.7% |
| Q4 2021 | $183,000 | -83.9% | 7,285 | -83.9% | 0.04% | -91.5% |
| Q2 2020 | $1,139,000 | -15.4% | 45,356 | -15.5% | 0.50% | -31.2% |
| Q1 2020 | $1,347,000 | -30.9% | 53,650 | -31.0% | 0.73% | -12.0% |
| Q4 2019 | $1,950,000 | -2.4% | 77,795 | -2.5% | 0.83% | -15.3% |
| Q3 2019 | $1,998,000 | -0.1% | 79,762 | +0.0% | 0.98% | -5.3% |
| Q2 2019 | $1,999,000 | -18.6% | 79,726 | -18.5% | 1.04% | -31.3% |
| Q1 2019 | $2,455,000 | +60.4% | 97,882 | +60.4% | 1.51% | +25.0% |
| Q4 2018 | $1,531,000 | – | 61,037 | – | 1.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Merit Financial Group, LLC | 5,919,403 | $148,636,000 | 13.58% |
| Aurora Private Wealth, Inc. | 539,925 | $13,558,000 | 5.80% |
| Clearwater Capital Advisors, LLC | 1,139,820 | $28,621,000 | 4.50% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 495,536 | $12,443,000 | 3.44% |
| Newport Wealth Strategies, Inc. | 154,181 | $3,875,000 | 2.88% |
| United Asset Strategies, Inc. | 503,428 | $12,641,000 | 2.32% |
| ACG Wealth | 510,509 | $12,819,000 | 1.93% |
| FURE FINANCIAL CORP | 96,515 | $2,423,000 | 1.79% |
| SkyOak Wealth, LLC | 174,951 | $4,393,000 | 1.58% |
| Legend Financial Advisors, Inc. | 72,431 | $1,819,000 | 1.44% |