WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 131 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $19,187,000 | +525.4% | 764,719 | +525.6% | 0.01% | +500.0% |
Q3 2021 | $3,068,000 | +12.3% | 122,230 | +12.3% | 0.00% | 0.0% |
Q2 2021 | $2,733,000 | -38.2% | 108,845 | -38.2% | 0.00% | -50.0% |
Q1 2021 | $4,421,000 | +4.1% | 176,147 | +4.1% | 0.00% | 0.0% |
Q4 2020 | $4,248,000 | +270.0% | 169,232 | +270.2% | 0.00% | +100.0% |
Q3 2020 | $1,148,000 | +454.6% | 45,717 | +453.9% | 0.00% | – |
Q2 2020 | $207,000 | -92.2% | 8,253 | -92.2% | 0.00% | -100.0% |
Q1 2020 | $2,654,000 | -57.7% | 105,714 | -57.8% | 0.00% | -66.7% |
Q4 2019 | $6,275,000 | +395.3% | 250,396 | +395.0% | 0.01% | +350.0% |
Q3 2019 | $1,267,000 | -62.0% | 50,586 | -61.9% | 0.00% | -66.7% |
Q2 2019 | $3,333,000 | +17.5% | 132,929 | +17.5% | 0.01% | +20.0% |
Q1 2019 | $2,837,000 | +298.5% | 113,130 | +298.6% | 0.01% | +400.0% |
Q4 2018 | $712,000 | -88.0% | 28,383 | -88.0% | 0.00% | -91.7% |
Q3 2018 | $5,937,000 | +162.1% | 236,700 | +162.1% | 0.01% | +140.0% |
Q2 2018 | $2,265,000 | +748.3% | 90,311 | +745.8% | 0.01% | +400.0% |
Q3 2017 | $267,000 | -43.1% | 10,678 | -43.0% | 0.00% | -50.0% |
Q2 2017 | $469,000 | +44.8% | 18,731 | +44.3% | 0.00% | +100.0% |
Q1 2017 | $324,000 | -19.2% | 12,981 | -19.1% | 0.00% | -50.0% |
Q4 2016 | $401,000 | -6.1% | 16,038 | -6.3% | 0.00% | 0.0% |
Q3 2016 | $427,000 | +29.0% | 17,108 | +28.8% | 0.00% | 0.0% |
Q2 2016 | $331,000 | +20.4% | 13,282 | +20.0% | 0.00% | 0.0% |
Q1 2016 | $275,000 | -71.1% | 11,072 | -71.0% | 0.00% | -71.4% |
Q4 2014 | $950,000 | +8.8% | 38,193 | +9.2% | 0.01% | -22.2% |
Q3 2014 | $873,000 | -2.5% | 34,966 | -2.5% | 0.01% | -18.2% |
Q2 2014 | $895,000 | -28.5% | 35,845 | -28.5% | 0.01% | -21.4% |
Q1 2014 | $1,251,000 | – | 50,137 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Prestige Wealth Management Group LLC | 1,528,244 | $38,282,000 | 22.40% |
Merit Financial Group, LLC | 4,788,773 | $119,959,000 | 13.12% |
CWH Capital Management, Inc. | 814,724 | $20,409,000 | 8.10% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4,390,287 | $109,977,000 | 7.30% |
Wealthquest Corp | 741,074 | $18,563,000 | 6.20% |
Capital Planning Advisors, LLC | 498,817 | $12,495,000 | 3.64% |
ENTERPRISE FINANCIAL SERVICES CORP | 612,966 | $15,355,000 | 3.50% |
GARRISON BRADFORD & ASSOCIATES INC | 89,900 | $2,252,000 | 3.07% |
ACG Wealth | 797,748 | $19,984,000 | 2.95% |
United Asset Strategies, Inc. | 514,674 | $12,893,000 | 2.82% |