WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 131 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $280,000 | 0.0% | 11,150 | 0.0% | 0.07% | -6.8% |
Q3 2021 | $280,000 | -8.2% | 11,150 | -8.2% | 0.07% | -9.8% |
Q2 2021 | $305,000 | -14.8% | 12,150 | -14.7% | 0.08% | -21.9% |
Q1 2021 | $358,000 | – | 14,250 | 0.0% | 0.10% | – |
Q4 2020 | $0 | -100.0% | 14,250 | -21.9% | 0.00% | -100.0% |
Q3 2020 | $458,000 | 0.0% | 18,250 | 0.0% | 0.17% | -10.2% |
Q2 2020 | $458,000 | -40.4% | 18,250 | -40.4% | 0.19% | -52.4% |
Q1 2020 | $769,000 | -7.3% | 30,623 | -7.6% | 0.39% | +23.0% |
Q4 2019 | $830,000 | -27.1% | 33,135 | -27.2% | 0.32% | -34.0% |
Q3 2019 | $1,139,000 | +63.4% | 45,485 | +63.7% | 0.48% | +61.2% |
Q2 2019 | $697,000 | +189.2% | 27,785 | +189.4% | 0.30% | +182.1% |
Q1 2019 | $241,000 | – | 9,600 | – | 0.11% | – |
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% |