WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 133 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $160,000 | -88.5% | 6,362 | -88.6% | 0.07% | -89.7% |
| Q3 2021 | $1,397,000 | +0.5% | 55,669 | +0.5% | 0.72% | +2.4% |
| Q2 2021 | $1,390,000 | -48.0% | 55,365 | -48.0% | 0.70% | -51.7% |
| Q1 2021 | $2,673,000 | +5468.8% | 106,504 | +5458.7% | 1.45% | +5492.3% |
| Q4 2020 | $48,000 | +23.1% | 1,916 | +24.1% | 0.03% | +8.3% |
| Q3 2020 | $39,000 | +2.6% | 1,544 | +3.1% | 0.02% | 0.0% |
| Q2 2020 | $38,000 | +8.6% | 1,497 | +7.5% | 0.02% | -7.7% |
| Q1 2020 | $35,000 | +52.2% | 1,392 | +49.2% | 0.03% | +23.8% |
| Q4 2019 | $23,000 | – | 933 | – | 0.02% | – |
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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% |