WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 128 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $286,000 | -65.2% | 11,397 | -65.2% | 0.01% | -71.4% |
Q3 2021 | $822,000 | -30.0% | 32,737 | -30.0% | 0.02% | -27.6% |
Q2 2021 | $1,174,000 | -35.9% | 46,746 | -35.9% | 0.03% | -43.1% |
Q1 2021 | $1,832,000 | -23.7% | 72,974 | -23.8% | 0.05% | -28.2% |
Q4 2020 | $2,402,000 | -18.4% | 95,713 | -18.3% | 0.07% | -26.8% |
Q3 2020 | $2,942,000 | -7.7% | 117,153 | -7.7% | 0.10% | -14.9% |
Q2 2020 | $3,188,000 | +36.4% | 126,925 | +36.3% | 0.11% | +6.5% |
Q1 2020 | $2,338,000 | -93.3% | 93,116 | -93.3% | 0.11% | -92.2% |
Q4 2019 | $34,755,000 | +208.6% | 1,386,862 | +208.5% | 1.36% | +180.3% |
Q3 2019 | $11,262,000 | -35.3% | 449,598 | -35.2% | 0.49% | -35.4% |
Q2 2019 | $17,403,000 | +376.0% | 694,179 | +376.2% | 0.75% | +359.8% |
Q1 2019 | $3,656,000 | +89.2% | 145,781 | +89.2% | 0.16% | +64.0% |
Q4 2018 | $1,932,000 | +612.9% | 77,040 | +612.6% | 0.10% | +733.3% |
Q3 2018 | $271,000 | – | 10,811 | – | 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% |