WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 127 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 | $84,157,000 | +2253.4% | 3,354,218 | +11284.5% | 6.37% | +2038.9% |
| Q3 2021 | $3,576,000 | +270.2% | 29,463 | -23.4% | 0.30% | +246.5% |
| Q2 2021 | $966,000 | -98.4% | 38,466 | -98.5% | 0.09% | -98.6% |
| Q1 2021 | $62,306,000 | +10830.9% | 2,482,306 | +10835.3% | 5.95% | +9981.4% |
| Q4 2020 | $570,000 | -3.4% | 22,700 | -3.4% | 0.06% | -13.2% |
| Q3 2020 | $590,000 | -9.4% | 23,500 | -9.3% | 0.07% | -21.8% |
| Q2 2020 | $651,000 | -73.9% | 25,915 | -74.0% | 0.09% | -73.4% |
| Q1 2020 | $2,498,000 | +101.0% | 99,518 | +100.6% | 0.33% | +116.6% |
| Q4 2019 | $1,243,000 | +16.0% | 49,600 | +15.9% | 0.15% | +9.4% |
| Q3 2019 | $1,072,000 | -55.5% | 42,800 | -55.4% | 0.14% | -57.7% |
| Q2 2019 | $2,407,000 | -48.0% | 96,011 | -48.0% | 0.33% | -45.8% |
| Q1 2019 | $4,633,000 | -23.9% | 184,737 | -23.9% | 0.60% | -38.8% |
| Q4 2018 | $6,091,000 | +356.6% | 242,856 | +356.7% | 0.98% | +316.5% |
| Q3 2018 | $1,334,000 | – | 53,180 | – | 0.24% | – |
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% |