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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $28,621,000 | +4.4% | 1,139,820 | +4.4% | 4.50% | -1.9% |
| Q2 2020 | $27,423,000 | +1.7% | 1,091,674 | +1.7% | 4.58% | -21.2% |
| Q1 2020 | $26,964,000 | +18.6% | 1,073,839 | +18.4% | 5.82% | +53.5% |
| Q4 2019 | $22,727,000 | +73.8% | 906,906 | +73.7% | 3.79% | +64.0% |
| Q3 2019 | $13,077,000 | +13.5% | 522,047 | +13.5% | 2.31% | +10.4% |
| Q2 2019 | $11,526,000 | +64.9% | 459,751 | +65.0% | 2.09% | +59.8% |
| Q1 2019 | $6,988,000 | – | 278,648 | – | 1.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titan Capital Management, LLC /TX | 615,556 | $15,450,000 | 16.09% |
| New Perspectives, Inc | 718,263 | $18,036,000 | 14.00% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 337,294 | $8,469,000 | 2.74% |
| Clearview Wealth Advisors LLC | 157,934 | $3,966,000 | 2.45% |
| United Asset Strategies, Inc. | 589,115 | $14,793,000 | 1.97% |
| Richard Bernstein Advisors LLC | 3,641,271 | $91,431,000 | 1.90% |
| Addison Advisors LLC | 84,998 | $2,134,000 | 1.72% |
| FURE FINANCIAL CORP | 87,818 | $2,205,000 | 1.60% |
| Centennial Wealth Advisory LLC | 98,327 | $2,469,000 | 1.54% |
| Newport Wealth Strategies, Inc. | 89,373 | $2,244,000 | 1.30% |