J.W. COLE ADVISORS, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 141 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$537,000
-6.3%
21,414
-6.1%
0.04%
-22.2%
Q2 2021$573,0000.0%22,8140.0%0.04%
-18.2%
Q1 2021$573,0000.0%22,8140.0%0.06%
-8.3%
Q4 2020$573,0000.0%22,8140.0%0.06%
-30.2%
Q2 2020$573,000
+186.5%
22,814
+185.9%
0.09%
-77.8%
Q1 2020$200,000
-65.0%
7,980
-65.0%
0.39%
+437.5%
Q4 2019$572,00022,8140.07%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Aurora Private Wealth, Inc. 585,782$14,703,0006.22%
Clearview Wealth Advisors LLC 182,777$4,588,0003.08%
Newport Wealth Strategies, Inc. 154,181$3,871,0002.90%
Addison Advisors LLC 95,964$2,409,0002.31%
United Asset Strategies, Inc. 517,559$12,991,0002.04%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 406,582$10,205,0001.97%
QUEST CAPITAL MANAGEMENT INC /ADV 290,437$7,290,0001.70%
FURE FINANCIAL CORP 94,046$2,361,0001.68%
1900 WEALTH MANAGEMENT LLC 476,818$11,969,0001.40%
Private Wealth Strategies, L.L.C. 144,008$3,615,0001.09%
View complete list of WISDOMTREE TR shareholders