WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 58 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,076,000 | -24.3% | 42,866 | -24.2% | 0.45% | -30.1% |
| Q3 2020 | $1,421,000 | -3.1% | 56,582 | -3.1% | 0.65% | -9.4% |
| Q2 2020 | $1,467,000 | +0.1% | 58,415 | +0.1% | 0.71% | -7.3% |
| Q1 2020 | $1,465,000 | +3.2% | 58,336 | +2.9% | 0.77% | +35.8% |
| Q4 2019 | $1,420,000 | -93.0% | 56,678 | -93.0% | 0.57% | -93.0% |
| Q3 2019 | $20,409,000 | -8.0% | 814,724 | -7.9% | 8.10% | -10.1% |
| Q2 2019 | $22,180,000 | +5.9% | 884,735 | +6.0% | 9.00% | +2.3% |
| Q1 2019 | $20,937,000 | +23.9% | 834,815 | +23.9% | 8.80% | +6.3% |
| Q4 2018 | $16,901,000 | +1686.6% | 673,875 | +1687.0% | 8.28% | +1793.8% |
| Q3 2018 | $946,000 | – | 37,710 | – | 0.44% | – |
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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% |