WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 129 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $233,000 | +16.5% | 9,306 | +16.7% | 0.00% | 0.0% |
| Q2 2021 | $200,000 | -10.7% | 7,976 | -10.7% | 0.00% | 0.0% |
| Q4 2020 | $224,000 | -17.0% | 8,928 | -17.0% | 0.00% | 0.0% |
| Q3 2020 | $270,000 | -13.2% | 10,763 | -13.2% | 0.00% | 0.0% |
| Q2 2020 | $311,000 | -30.0% | 12,399 | -29.9% | 0.00% | -50.0% |
| Q1 2020 | $444,000 | -1.1% | 17,689 | -1.4% | 0.00% | 0.0% |
| Q4 2019 | $449,000 | -15.1% | 17,940 | -15.1% | 0.00% | 0.0% |
| Q3 2019 | $529,000 | +15.5% | 21,125 | +15.5% | 0.00% | 0.0% |
| Q2 2019 | $458,000 | -26.6% | 18,288 | -26.5% | 0.00% | -33.3% |
| Q1 2019 | $624,000 | +66.0% | 24,887 | +65.6% | 0.00% | +50.0% |
| Q4 2018 | $376,000 | +61.4% | 15,027 | +61.7% | 0.00% | +100.0% |
| Q3 2018 | $233,000 | – | 9,295 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prestige Wealth Management Group LLC | 1,528,244 | $38,282,000 | 22.40% |
| Merit Financial Group, LLC | 4,788,773 | $119,959,000 | 13.12% |
| CWH Capital Management, Inc. | 814,724 | $20,409,000 | 8.10% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4,390,287 | $109,977,000 | 7.30% |
| Wealthquest Corp | 741,074 | $18,563,000 | 6.20% |
| Capital Planning Advisors, LLC | 498,817 | $12,495,000 | 3.64% |
| ENTERPRISE FINANCIAL SERVICES CORP | 612,966 | $15,355,000 | 3.50% |
| GARRISON BRADFORD & ASSOCIATES INC | 89,900 | $2,252,000 | 3.07% |
| ACG Wealth | 797,748 | $19,984,000 | 2.95% |
| United Asset Strategies, Inc. | 514,674 | $12,893,000 | 2.82% |