WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 138 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $16,535,000 | +12.5% | 658,781 | +12.5% | 6.86% | +10.2% |
| Q4 2020 | $14,703,000 | +8.4% | 585,782 | +8.5% | 6.22% | +7.2% |
| Q3 2020 | $13,558,000 | +1.4% | 539,925 | +1.4% | 5.80% | -5.7% |
| Q2 2020 | $13,372,000 | -40.3% | 532,311 | -40.3% | 6.15% | -22.0% |
| Q1 2020 | $22,398,000 | +165.2% | 891,987 | +164.7% | 7.89% | +163.8% |
| Q4 2019 | $8,445,000 | – | 336,998 | – | 2.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titan Capital Management, LLC /TX | 615,556 | $15,450,000 | 16.09% |
| New Perspectives, Inc | 718,263 | $18,036,000 | 14.00% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 337,294 | $8,469,000 | 2.74% |
| Clearview Wealth Advisors LLC | 157,934 | $3,966,000 | 2.45% |
| United Asset Strategies, Inc. | 589,115 | $14,793,000 | 1.97% |
| Richard Bernstein Advisors LLC | 3,641,271 | $91,431,000 | 1.90% |
| Addison Advisors LLC | 84,998 | $2,134,000 | 1.72% |
| FURE FINANCIAL CORP | 87,818 | $2,205,000 | 1.60% |
| Centennial Wealth Advisory LLC | 98,327 | $2,469,000 | 1.54% |
| Newport Wealth Strategies, Inc. | 89,373 | $2,244,000 | 1.30% |