WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 128 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $589,000 | -1.3% | 23,490 | -1.3% | 0.12% | -8.3% |
Q3 2021 | $597,000 | -5.2% | 23,790 | -5.2% | 0.13% | -2.9% |
Q2 2021 | $630,000 | -20.9% | 25,090 | -20.9% | 0.14% | -29.5% |
Q1 2021 | $796,000 | -1.2% | 31,700 | -1.2% | 0.19% | -7.7% |
Q4 2020 | $806,000 | -3.5% | 32,100 | -3.5% | 0.21% | -16.1% |
Q3 2020 | $835,000 | +0.1% | 33,260 | +0.2% | 0.25% | -9.1% |
Q2 2020 | $834,000 | +5.0% | 33,200 | +5.0% | 0.27% | -8.1% |
Q1 2020 | $794,000 | -14.2% | 31,610 | -14.4% | 0.30% | +2.4% |
Q4 2019 | $925,000 | +27.1% | 36,930 | +27.0% | 0.29% | +16.9% |
Q3 2019 | $728,000 | +7.7% | 29,080 | +7.9% | 0.25% | +4.6% |
Q2 2019 | $676,000 | +389.9% | 26,950 | +390.0% | 0.24% | +366.7% |
Q1 2019 | $138,000 | – | 5,500 | – | 0.05% | – |
Download |
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% |