WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 21 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| Aurora Private Wealth, Inc. | 585,782 | $14,703,000 | 6.22% |
| Clearview Wealth Advisors LLC | 182,777 | $4,588,000 | 3.08% |
| Newport Wealth Strategies, Inc. | 154,181 | $3,871,000 | 2.90% |
| Addison Advisors LLC | 95,964 | $2,409,000 | 2.31% |
| United Asset Strategies, Inc. | 517,559 | $12,991,000 | 2.04% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 406,582 | $10,205,000 | 1.97% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 290,437 | $7,290,000 | 1.70% |
| FURE FINANCIAL CORP | 94,046 | $2,361,000 | 1.68% |
| 1900 WEALTH MANAGEMENT LLC | 476,818 | $11,969,000 | 1.40% |
| Private Wealth Strategies, L.L.C. | 144,008 | $3,615,000 | 1.09% |