WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 130 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $99,145,000 | +3529.0% | 3,951,758 | +3516.6% | 0.03% | +2600.0% |
| Q3 2021 | $2,732,000 | -8.0% | 109,266 | -7.6% | 0.00% | 0.0% |
| Q2 2021 | $2,971,000 | -9.5% | 118,299 | -9.6% | 0.00% | 0.0% |
| Q1 2021 | $3,283,000 | -11.8% | 130,807 | -11.7% | 0.00% | 0.0% |
| Q4 2020 | $3,724,000 | -27.3% | 148,189 | -27.3% | 0.00% | -50.0% |
| Q3 2020 | $5,124,000 | +6.3% | 203,744 | +6.5% | 0.00% | 0.0% |
| Q2 2020 | $4,821,000 | +81.0% | 191,243 | +105.9% | 0.00% | +100.0% |
| Q1 2020 | $2,663,000 | -54.9% | 92,872 | -60.6% | 0.00% | -50.0% |
| Q4 2019 | $5,905,000 | -15.0% | 236,008 | -15.3% | 0.00% | -33.3% |
| Q3 2019 | $6,944,000 | -96.0% | 278,606 | -96.0% | 0.00% | -96.2% |
| Q2 2019 | $175,564,000 | +2.2% | 7,011,104 | +2.3% | 0.08% | 0.0% |
| Q1 2019 | $171,737,000 | – | 6,853,015 | – | 0.08% | – |
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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% |