WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 151 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |