WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 141 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,896,000 | -19.3% | 115,424 | -19.3% | 1.76% | -22.3% |
| Q3 2021 | $3,589,000 | -9.5% | 142,980 | -9.5% | 2.27% | -7.2% |
| Q2 2021 | $3,966,000 | -5.8% | 157,934 | -5.8% | 2.45% | -10.3% |
| Q1 2021 | $4,208,000 | -8.3% | 167,652 | -8.3% | 2.73% | -11.4% |
| Q4 2020 | $4,588,000 | – | 182,777 | – | 3.08% | – |
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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% |