WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 21 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 894,485 | $22,469,000 | 14.13% |
| Merit Financial Group, LLC | 5,082,430 | $127,671,000 | 12.70% |
| Aurora Private Wealth, Inc. | 532,311 | $13,372,000 | 6.15% |
| Wealthquest Corp | 724,483 | $18,199,000 | 4.63% |
| Clearwater Capital Advisors, LLC | 1,091,674 | $27,423,000 | 4.58% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 565,129 | $14,196,000 | 4.26% |
| Newport Wealth Strategies, Inc. | 139,278 | $3,499,000 | 3.19% |
| GARRISON BRADFORD & ASSOCIATES INC | 87,343 | $2,194,000 | 3.19% |
| Tillar-Wenstrup Advisors, LLC | 151,195 | $3,798,000 | 2.30% |
| FURE FINANCIAL CORP | 97,166 | $2,440,000 | 1.95% |