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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $372,000 | 0.0% | 14,839 | 0.0% | 0.19% | 0.0% |
| Q2 2020 | $372,000 | -1.8% | 14,839 | -1.8% | 0.19% | -39.4% |
| Q1 2020 | $379,000 | -73.5% | 15,118 | -73.5% | 0.32% | -64.1% |
| Q4 2019 | $1,430,000 | -0.8% | 57,082 | -0.9% | 0.88% | -10.1% |
| Q3 2019 | $1,442,000 | -33.6% | 57,579 | -33.5% | 0.98% | -44.0% |
| Q2 2019 | $2,171,000 | +42.6% | 86,614 | +42.7% | 1.75% | +35.7% |
| Q1 2019 | $1,522,000 | – | 60,690 | – | 1.29% | – |
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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% |