WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 151 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $742,000 | -5.7% | 29,582 | -5.6% | 0.05% | -19.7% |
| Q3 2021 | $787,000 | +1443.1% | 31,337 | +1436.1% | 0.06% | +1425.0% |
| Q2 2021 | $51,000 | 0.0% | 2,040 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $51,000 | -37.0% | 2,040 | -36.9% | 0.01% | -37.5% |
| Q4 2020 | $81,000 | -5.8% | 3,235 | -5.8% | 0.01% | -11.1% |
| Q3 2020 | $86,000 | -14.9% | 3,433 | -14.8% | 0.01% | -30.8% |
| Q1 2020 | $101,000 | -16.5% | 4,031 | -16.5% | 0.01% | +8.3% |
| Q4 2019 | $121,000 | 0.0% | 4,827 | 0.0% | 0.01% | -7.7% |
| Q3 2019 | $121,000 | 0.0% | 4,827 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $121,000 | +10.0% | 4,827 | +10.2% | 0.01% | -43.5% |
| Q4 2018 | $110,000 | – | 4,379 | – | 0.02% | – |
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% |