WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 129 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $507,000 | -16.2% | 20,214 | -16.1% | 0.42% | -22.2% |
| Q3 2021 | $605,000 | 0.0% | 24,098 | 0.0% | 0.54% | -1.5% |
| Q2 2021 | $605,000 | -37.0% | 24,098 | -37.0% | 0.55% | -35.4% |
| Q1 2021 | $960,000 | 0.0% | 38,242 | 0.0% | 0.85% | -2.6% |
| Q4 2020 | $960,000 | 0.0% | 38,242 | +0.0% | 0.87% | -10.9% |
| Q3 2020 | $960,000 | 0.0% | 38,238 | +0.0% | 0.98% | -4.5% |
| Q2 2020 | $960,000 | 0.0% | 38,234 | +0.0% | 1.03% | -21.4% |
| Q1 2020 | $960,000 | +0.3% | 38,228 | +0.1% | 1.30% | +41.7% |
| Q4 2019 | $957,000 | -38.8% | 38,194 | -38.8% | 0.92% | -40.2% |
| Q3 2019 | $1,564,000 | +0.1% | 62,446 | +0.1% | 1.54% | +0.1% |
| Q2 2019 | $1,563,000 | -20.5% | 62,358 | -20.5% | 1.54% | -23.5% |
| Q1 2019 | $1,967,000 | +25.4% | 78,422 | +25.3% | 2.01% | +11.4% |
| Q4 2018 | $1,569,000 | – | 62,568 | – | 1.80% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aurora Private Wealth, Inc. | 585,782 | $14,703,000 | 6.22% |
| Clearview Wealth Advisors LLC | 182,777 | $4,588,000 | 3.08% |
| Newport Wealth Strategies, Inc. | 154,181 | $3,871,000 | 2.90% |
| Addison Advisors LLC | 95,964 | $2,409,000 | 2.31% |
| United Asset Strategies, Inc. | 517,559 | $12,991,000 | 2.04% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 406,582 | $10,205,000 | 1.97% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 290,437 | $7,290,000 | 1.70% |
| FURE FINANCIAL CORP | 94,046 | $2,361,000 | 1.68% |
| 1900 WEALTH MANAGEMENT LLC | 476,818 | $11,969,000 | 1.40% |
| Private Wealth Strategies, L.L.C. | 144,008 | $3,615,000 | 1.09% |