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 | $2,233,000 | -2.1% | 89,019 | -2.0% | 1.55% | -2.7% |
| Q3 2021 | $2,280,000 | +3.4% | 90,850 | +3.5% | 1.59% | -0.6% |
| Q2 2021 | $2,205,000 | +1.8% | 87,818 | +1.8% | 1.60% | -5.7% |
| Q1 2021 | $2,165,000 | -8.3% | 86,282 | -8.3% | 1.70% | +1.3% |
| Q4 2020 | $2,361,000 | -2.6% | 94,046 | -2.6% | 1.68% | -6.3% |
| Q3 2020 | $2,423,000 | -0.7% | 96,515 | -0.7% | 1.79% | -8.2% |
| Q2 2020 | $2,440,000 | +9.1% | 97,166 | +9.1% | 1.95% | -19.2% |
| Q1 2020 | $2,236,000 | -4.9% | 89,049 | -5.2% | 2.41% | +44.8% |
| Q4 2019 | $2,352,000 | – | 93,887 | – | 1.67% | – |
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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% |