WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 31 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $509,490 | 0.0% | 10,125 | 0.0% | 0.11% | +3.9% |
| Q2 2023 | $509,490 | -6.6% | 10,125 | -6.7% | 0.10% | -12.7% |
| Q1 2023 | $545,781 | 0.0% | 10,857 | 0.0% | 0.12% | -4.8% |
| Q4 2022 | $545,781 | -99.9% | 10,857 | 0.0% | 0.12% | -8.1% |
| Q3 2022 | $545,890,000 | -0.1% | 10,857 | 0.0% | 0.14% | +6.3% |
| Q2 2022 | $546,433,000 | +47.1% | 10,857 | +46.9% | 0.13% | +71.6% |
| Q1 2022 | $371,569,000 | -28.6% | 7,390 | -64.4% | 0.07% | -54.9% |
| Q4 2019 | $520,438,000 | +0.5% | 20,768 | +0.4% | 0.16% | -7.3% |
| Q3 2019 | $518,007,000 | +0.9% | 20,679 | +0.9% | 0.18% | -1.7% |
| Q2 2019 | $513,609,000 | +2.1% | 20,487 | +2.2% | 0.18% | -5.8% |
| Q1 2019 | $502,904,000 | 0.0% | 20,052 | 0.0% | 0.19% | -12.0% |
| Q4 2018 | $502,904,000 | -0.0% | 20,052 | 0.0% | 0.22% | +16.0% |
| Q3 2018 | $502,964,000 | +0.0% | 20,052 | 0.0% | 0.19% | -7.0% |
| Q2 2018 | $502,904,000 | – | 20,052 | – | 0.20% | – |
Download | ||||||
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% |