WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 129 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $604,000 | -3.8% | 24,071 | -3.9% | 0.16% | -8.6% |
| Q3 2021 | $628,000 | -5.8% | 25,035 | -5.8% | 0.17% | -2.8% |
| Q2 2021 | $667,000 | -14.9% | 26,574 | -14.9% | 0.18% | -17.1% |
| Q1 2021 | $784,000 | -6.4% | 31,225 | -6.4% | 0.22% | -12.6% |
| Q4 2020 | $838,000 | -1.2% | 33,367 | -1.2% | 0.25% | -15.1% |
| Q3 2020 | $848,000 | -3.5% | 33,789 | -3.4% | 0.29% | -6.4% |
| Q2 2020 | $879,000 | 0.0% | 34,988 | -0.0% | 0.31% | -28.7% |
| Q1 2020 | $879,000 | +0.1% | 34,991 | -0.0% | 0.44% | +41.6% |
| Q4 2019 | $878,000 | 0.0% | 35,007 | -0.1% | 0.31% | -2.8% |
| Q3 2019 | $878,000 | +6.4% | 35,052 | +6.6% | 0.32% | +12.0% |
| Q2 2019 | $825,000 | +0.1% | 32,888 | +0.1% | 0.28% | +9.7% |
| Q1 2019 | $824,000 | +15.6% | 32,842 | +15.6% | 0.26% | -3.4% |
| Q4 2018 | $713,000 | +76.0% | 28,416 | +75.9% | 0.27% | +96.3% |
| Q3 2018 | $405,000 | +25.0% | 16,157 | +25.1% | 0.14% | +9.7% |
| Q2 2018 | $324,000 | – | 12,914 | – | 0.12% | – |
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% |