WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 146 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $204,000 | -36.8% | 8,135 | -36.8% | 0.00% | -33.3% |
| Q3 2021 | $323,000 | -1.8% | 12,875 | -1.8% | 0.01% | 0.0% |
| Q2 2021 | $329,000 | -12.7% | 13,107 | -12.7% | 0.01% | -14.3% |
| Q1 2021 | $377,000 | -28.5% | 15,006 | -28.5% | 0.01% | -36.4% |
| Q4 2020 | $527,000 | -21.8% | 21,001 | -21.7% | 0.01% | -31.2% |
| Q3 2020 | $674,000 | +135.7% | 26,835 | +135.5% | 0.02% | +128.6% |
| Q2 2020 | $286,000 | -6.8% | 11,395 | -6.9% | 0.01% | -22.2% |
| Q1 2020 | $307,000 | -35.4% | 12,245 | -35.4% | 0.01% | -18.2% |
| Q1 2019 | $475,000 | -33.3% | 18,945 | -33.2% | 0.01% | -38.9% |
| Q4 2018 | $712,000 | +35.9% | 28,375 | +35.9% | 0.02% | +63.6% |
| Q3 2018 | $524,000 | – | 20,875 | – | 0.01% | – |
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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% |