WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 141 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $6,554,000 | +32.3% | 261,236 | +32.4% | 0.02% | +15.4% |
| Q3 2021 | $4,953,000 | +1.6% | 197,333 | +1.6% | 0.01% | 0.0% |
| Q2 2021 | $4,877,000 | +65.7% | 194,238 | +65.6% | 0.01% | +62.5% |
| Q1 2021 | $2,944,000 | -32.1% | 117,284 | -32.1% | 0.01% | -38.5% |
| Q4 2020 | $4,338,000 | +7.5% | 172,841 | +7.6% | 0.01% | -7.1% |
| Q3 2020 | $4,034,000 | -16.9% | 160,670 | -16.8% | 0.01% | -22.2% |
| Q2 2020 | $4,852,000 | -30.7% | 193,147 | -30.7% | 0.02% | -43.8% |
| Q1 2020 | $7,002,000 | +146.8% | 278,866 | +146.4% | 0.03% | +220.0% |
| Q4 2019 | $2,837,000 | +29.5% | 113,198 | +29.4% | 0.01% | +11.1% |
| Q3 2019 | $2,191,000 | +801.6% | 87,453 | +803.4% | 0.01% | +800.0% |
| Q2 2019 | $243,000 | – | 9,680 | – | 0.00% | – |
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% |