REILLY FINANCIAL ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 147 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
REILLY FINANCIAL ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$5,000
-97.5%
202
-97.5%
0.00%
-96.0%
Q2 2019$201,0000.0%8,0000.0%0.02%
-3.8%
Q1 2019$201,0000.0%8,0000.0%0.03%
-10.3%
Q4 2018$201,000
-19.9%
8,000
-20.0%
0.03%
-12.1%
Q3 2018$251,00010,0000.03%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
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