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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $134,800,000 | +3.5% | 2,681 | -48.3% | 0.08% | +7.9% |
| Q4 2021 | $130,217,000 | +1.9% | 5,190 | +2.0% | 0.08% | -8.4% |
| Q3 2021 | $127,759,000 | -1.3% | 5,090 | -1.3% | 0.08% | -12.6% |
| Q4 2020 | $129,390,000 | +6.1% | 5,155 | +6.2% | 0.10% | -7.8% |
| Q3 2020 | $121,909,000 | -3.8% | 4,855 | -3.8% | 0.10% | -14.2% |
| Q2 2020 | $126,730,000 | +2.6% | 5,045 | +2.5% | 0.12% | -11.8% |
| Q1 2020 | $123,541,000 | +0.4% | 4,920 | +0.2% | 0.14% | +44.7% |
| Q4 2019 | $123,044,000 | +2.7% | 4,910 | +2.6% | 0.09% | +2.2% |
| Q3 2019 | $119,864,000 | -0.1% | 4,785 | 0.0% | 0.09% | -9.8% |
| Q2 2019 | $119,959,000 | – | 4,785 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 894,485 | $22,469,000 | 14.13% |
| Merit Financial Group, LLC | 5,082,430 | $127,671,000 | 12.70% |
| Aurora Private Wealth, Inc. | 532,311 | $13,372,000 | 6.15% |
| Wealthquest Corp | 724,483 | $18,199,000 | 4.63% |
| Clearwater Capital Advisors, LLC | 1,091,674 | $27,423,000 | 4.58% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 565,129 | $14,196,000 | 4.26% |
| Newport Wealth Strategies, Inc. | 139,278 | $3,499,000 | 3.19% |
| GARRISON BRADFORD & ASSOCIATES INC | 87,343 | $2,194,000 | 3.19% |
| Tillar-Wenstrup Advisors, LLC | 151,195 | $3,798,000 | 2.30% |
| FURE FINANCIAL CORP | 97,166 | $2,440,000 | 1.95% |