WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 141 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $21,000 | -92.9% | 854 | -92.7% | 0.00% | -95.4% |
| Q3 2020 | $294,000 | -40.0% | 11,714 | -40.0% | 0.06% | -40.4% |
| Q2 2020 | $490,000 | -13.4% | 19,526 | -13.4% | 0.11% | -18.0% |
| Q1 2020 | $566,000 | -44.1% | 22,555 | -44.2% | 0.13% | -29.6% |
| Q4 2019 | $1,013,000 | +0.1% | 40,404 | +0.1% | 0.19% | -4.5% |
| Q3 2019 | $1,012,000 | -10.7% | 40,371 | -10.7% | 0.20% | -12.0% |
| Q2 2019 | $1,133,000 | -5.7% | 45,213 | -5.6% | 0.22% | -4.3% |
| Q1 2019 | $1,202,000 | +0.6% | 47,883 | +0.5% | 0.24% | -9.6% |
| Q4 2018 | $1,195,000 | +25.9% | 47,657 | +25.9% | 0.26% | +56.6% |
| Q3 2018 | $949,000 | +48.3% | 37,845 | +48.3% | 0.17% | +46.9% |
| Q2 2018 | $640,000 | – | 25,513 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 894,485 | $22,469,000 | 14.13% |
| Merit Financial Group, LLC | 5,082,430 | $127,671,000 | 12.70% |
| Aurora Private Wealth, Inc. | 532,311 | $13,372,000 | 6.15% |
| Wealthquest Corp | 724,483 | $18,199,000 | 4.63% |
| Clearwater Capital Advisors, LLC | 1,091,674 | $27,423,000 | 4.58% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 565,129 | $14,196,000 | 4.26% |
| Newport Wealth Strategies, Inc. | 139,278 | $3,499,000 | 3.19% |
| GARRISON BRADFORD & ASSOCIATES INC | 87,343 | $2,194,000 | 3.19% |
| Tillar-Wenstrup Advisors, LLC | 151,195 | $3,798,000 | 2.30% |
| FURE FINANCIAL CORP | 97,166 | $2,440,000 | 1.95% |