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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $7,000 | -61.1% | 289 | -60.1% | 0.00% | – |
| Q4 2020 | $18,000 | -80.2% | 724 | -80.0% | 0.00% | – |
| Q3 2020 | $91,000 | -83.8% | 3,616 | -83.8% | 0.00% | -100.0% |
| Q2 2020 | $560,000 | +2140.0% | 22,285 | +2108.6% | 0.00% | – |
| Q1 2020 | $25,000 | -34.2% | 1,009 | -32.7% | 0.00% | – |
| Q4 2019 | $38,000 | -64.8% | 1,500 | -65.3% | 0.00% | – |
| Q3 2019 | $108,000 | +96.4% | 4,320 | +98.2% | 0.00% | – |
| Q2 2019 | $55,000 | -64.5% | 2,180 | -64.7% | 0.00% | – |
| Q1 2019 | $155,000 | +12.3% | 6,180 | +12.4% | 0.00% | – |
| Q4 2018 | $138,000 | – | 5,500 | – | 0.00% | – |
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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% |