WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 125 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,743,000 | +98.1% | 69,481 | +98.3% | 0.14% | -16.7% |
| Q3 2021 | $880,000 | -46.7% | 35,046 | -46.7% | 0.16% | -24.3% |
| Q2 2021 | $1,652,000 | +38.4% | 65,786 | +38.3% | 0.21% | +18.2% |
| Q1 2021 | $1,194,000 | -12.3% | 47,567 | -12.3% | 0.18% | -9.5% |
| Q4 2020 | $1,361,000 | -11.6% | 54,210 | -11.5% | 0.20% | -21.3% |
| Q3 2020 | $1,539,000 | -6.7% | 61,285 | -6.7% | 0.25% | -15.9% |
| Q2 2020 | $1,649,000 | -2.2% | 65,652 | -2.2% | 0.30% | -22.0% |
| Q1 2020 | $1,686,000 | +172.4% | 67,142 | +172.0% | 0.39% | +272.1% |
| Q4 2019 | $619,000 | +44.0% | 24,685 | +43.8% | 0.10% | +40.5% |
| Q3 2019 | $430,000 | +30.3% | 17,172 | +30.6% | 0.07% | +2.8% |
| Q2 2019 | $330,000 | 0.0% | 13,153 | 0.0% | 0.07% | -11.1% |
| Q1 2019 | $330,000 | +3.4% | 13,153 | +3.1% | 0.08% | -13.8% |
| Q4 2018 | $319,000 | – | 12,753 | – | 0.09% | – |
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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% |