WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 134 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $10,416,000 | -7.1% | 415,139 | -7.1% | 0.00% | +50.0% |
| Q3 2021 | $11,213,000 | -8.7% | 446,747 | -8.6% | 0.00% | -33.3% |
| Q2 2021 | $12,278,000 | -16.0% | 488,988 | -16.1% | 0.00% | 0.0% |
| Q1 2021 | $14,621,000 | -61.2% | 582,476 | -61.2% | 0.00% | -66.7% |
| Q4 2020 | $37,684,000 | -6.3% | 1,501,373 | -6.2% | 0.01% | -18.2% |
| Q3 2020 | $40,200,000 | +4.6% | 1,600,990 | +4.7% | 0.01% | 0.0% |
| Q2 2020 | $38,425,000 | +83.6% | 1,529,669 | +83.6% | 0.01% | +57.1% |
| Q1 2020 | $20,925,000 | +191.3% | 833,303 | +190.7% | 0.01% | +250.0% |
| Q4 2019 | $7,183,000 | +15.6% | 286,629 | +15.6% | 0.00% | 0.0% |
| Q3 2019 | $6,212,000 | +23.1% | 247,989 | +23.2% | 0.00% | +100.0% |
| Q2 2019 | $5,046,000 | +33.2% | 201,289 | +33.2% | 0.00% | 0.0% |
| Q1 2019 | $3,789,000 | – | 151,078 | – | 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% |