WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 138 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |