CABOT WEALTH MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 128 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$2,205,000
-54.5%
87,804
-54.6%
0.53%
-43.7%
Q4 2019$4,847,000
+12.9%
193,403
+12.8%
0.94%
+3.2%
Q3 2019$4,294,000
+35.2%
171,421
+35.3%
0.91%
+35.4%
Q2 2019$3,177,000126,7310.67%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
NameSharesValueWeighting ↓
Prestige Wealth Management Group LLC 1,528,244$38,282,00022.40%
Merit Financial Group, LLC 4,788,773$119,959,00013.12%
CWH Capital Management, Inc. 814,724$20,409,0008.10%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,390,287$109,977,0007.30%
Wealthquest Corp 741,074$18,563,0006.20%
Capital Planning Advisors, LLC 498,817$12,495,0003.64%
ENTERPRISE FINANCIAL SERVICES CORP 612,966$15,355,0003.50%
GARRISON BRADFORD & ASSOCIATES INC 89,900$2,252,0003.07%
ACG Wealth 797,748$19,984,0002.95%
United Asset Strategies, Inc. 514,674$12,893,0002.82%
View complete list of WISDOMTREE TR shareholders