WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 134 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |