WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 130 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $397,000 | 0.0% | 15,833 | 0.0% | 0.02% | -14.8% |
| Q3 2021 | $397,000 | -0.3% | 15,833 | 0.0% | 0.03% | +3.8% |
| Q2 2021 | $398,000 | -9.1% | 15,833 | -9.3% | 0.03% | +73.3% |
| Q1 2021 | $438,000 | -69.0% | 17,458 | -69.0% | 0.02% | -75.0% |
| Q4 2020 | $1,413,000 | +12.4% | 56,290 | +12.4% | 0.06% | -4.8% |
| Q3 2020 | $1,257,000 | -7.2% | 50,079 | -7.2% | 0.06% | -14.9% |
| Q2 2020 | $1,355,000 | +2.5% | 53,937 | +2.4% | 0.07% | -24.5% |
| Q1 2020 | $1,322,000 | -6.2% | 52,665 | -6.4% | 0.10% | -8.4% |
| Q4 2019 | $1,410,000 | +1.7% | 56,254 | +1.6% | 0.11% | -7.0% |
| Q3 2019 | $1,387,000 | – | 55,387 | – | 0.12% | – |
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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% |