WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 135 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $250,000 | 0.0% | 9,970 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $250,000 | 0.0% | 9,970 | 0.0% | 0.03% | -3.6% |
| Q1 2021 | $250,000 | 0.0% | 9,970 | 0.0% | 0.03% | -9.7% |
| Q4 2020 | $250,000 | -0.4% | 9,970 | -0.4% | 0.03% | -8.8% |
| Q3 2020 | $251,000 | +68.5% | 10,014 | +68.3% | 0.03% | +54.5% |
| Q2 2020 | $149,000 | -40.2% | 5,950 | -39.9% | 0.02% | -56.0% |
| Q1 2020 | $249,000 | +99.2% | 9,900 | +98.0% | 0.05% | +127.3% |
| Q4 2019 | $125,000 | 0.0% | 5,000 | 0.0% | 0.02% | -8.3% |
| Q3 2019 | $125,000 | +25.0% | 5,000 | +25.0% | 0.02% | +14.3% |
| Q2 2019 | $100,000 | – | 4,000 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Merit Financial Group, LLC | 5,919,403 | $148,636,000 | 13.58% |
| Aurora Private Wealth, Inc. | 539,925 | $13,558,000 | 5.80% |
| Clearwater Capital Advisors, LLC | 1,139,820 | $28,621,000 | 4.50% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 495,536 | $12,443,000 | 3.44% |
| Newport Wealth Strategies, Inc. | 154,181 | $3,875,000 | 2.88% |
| United Asset Strategies, Inc. | 503,428 | $12,641,000 | 2.32% |
| ACG Wealth | 510,509 | $12,819,000 | 1.93% |
| FURE FINANCIAL CORP | 96,515 | $2,423,000 | 1.79% |
| SkyOak Wealth, LLC | 174,951 | $4,393,000 | 1.58% |
| Legend Financial Advisors, Inc. | 72,431 | $1,819,000 | 1.44% |