WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 141 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $385,000 | +55.9% | 15,326 | +55.7% | 0.03% | +61.9% |
| Q3 2021 | $247,000 | -35.8% | 9,843 | -35.8% | 0.02% | -38.2% |
| Q2 2021 | $385,000 | -9.2% | 15,326 | -9.3% | 0.03% | -20.9% |
| Q1 2021 | $424,000 | -77.0% | 16,895 | -77.0% | 0.04% | -80.5% |
| Q4 2020 | $1,846,000 | +59.7% | 73,547 | +59.8% | 0.22% | +39.2% |
| Q3 2020 | $1,156,000 | +198.7% | 46,018 | +199.1% | 0.16% | +182.1% |
| Q2 2020 | $387,000 | +76.7% | 15,387 | +75.8% | 0.06% | -6.7% |
| Q3 2019 | $219,000 | +7.4% | 8,752 | +7.3% | 0.06% | -13.0% |
| Q2 2019 | $204,000 | -4.7% | 8,158 | -4.6% | 0.07% | -5.5% |
| Q1 2019 | $214,000 | – | 8,554 | – | 0.07% | – |
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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% |