WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 3 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $595,000 | +0.5% | 23,875 | +0.9% | 0.01% | 0.0% |
Q3 2021 | $592,000 | -2.3% | 23,651 | -2.2% | 0.01% | -7.7% |
Q2 2021 | $606,000 | -17.3% | 24,189 | -17.5% | 0.01% | -7.1% |
Q1 2021 | $733,000 | -26.5% | 29,314 | -26.3% | 0.01% | -65.0% |
Q4 2020 | $997,000 | +23.2% | 39,770 | +23.4% | 0.04% | -16.7% |
Q3 2020 | $809,000 | +266.1% | 32,235 | +266.0% | 0.05% | +166.7% |
Q2 2020 | $221,000 | – | 8,807 | – | 0.02% | – |
Q1 2020 | $0 | – | 0 | – | 0.00% | – |
Q4 2019 | $0 | – | 0 | – | 0.00% | – |
Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q1 2019 | $25,000 | 0.0% | 1,005 | +0.5% | 0.00% | +50.0% |
Q4 2018 | $25,000 | 0.0% | 1,000 | +0.5% | 0.00% | +100.0% |
Q3 2018 | $25,000 | 0.0% | 995 | -1.0% | 0.00% | -66.7% |
Q1 2016 | $25,000 | – | 1,005 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Titan Capital Management, LLC /TX | 615,556 | $15,450,000 | 16.09% |
New Perspectives, Inc | 718,263 | $18,036,000 | 14.00% |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 337,294 | $8,469,000 | 2.74% |
Clearview Wealth Advisors LLC | 157,934 | $3,966,000 | 2.45% |
United Asset Strategies, Inc. | 589,115 | $14,793,000 | 1.97% |
Richard Bernstein Advisors LLC | 3,641,271 | $91,431,000 | 1.90% |
Addison Advisors LLC | 84,998 | $2,134,000 | 1.72% |
FURE FINANCIAL CORP | 87,818 | $2,205,000 | 1.60% |
Centennial Wealth Advisory LLC | 98,327 | $2,469,000 | 1.54% |
Newport Wealth Strategies, Inc. | 89,373 | $2,244,000 | 1.30% |