WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 130 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $257,000 | 0.0% | 10,244 | 0.0% | 0.16% | -8.9% |
| Q4 2021 | $257,000 | 0.0% | 10,244 | 0.0% | 0.18% | +9.8% |
| Q3 2021 | $257,000 | +1.2% | 10,244 | +1.2% | 0.16% | 0.0% |
| Q2 2021 | $254,000 | -17.0% | 10,125 | -17.0% | 0.16% | -34.3% |
| Q4 2020 | $306,000 | -83.2% | 12,195 | -83.2% | 0.25% | -82.8% |
| Q3 2020 | $1,819,000 | -91.9% | 72,431 | -91.9% | 1.44% | -89.8% |
| Q2 2020 | $22,469,000 | -0.7% | 894,485 | -0.7% | 14.13% | -30.4% |
| Q1 2020 | $22,619,000 | – | 900,806 | – | 20.31% | – |
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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% |