HighTower Advisors, LLC - WISDOMTREE TR ownership

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
HighTower Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$2,962,000
+4.4%
118,049
+4.5%
0.01%
-25.0%
Q3 2021$2,838,000
-13.8%
112,970
-13.8%
0.01%
-20.0%
Q2 2021$3,294,000
+30.4%
131,029
+30.3%
0.01%
+25.0%
Q1 2021$2,526,000
+67.4%
100,574
+67.4%
0.01%
+14.3%
Q3 2020$1,509,000
-84.7%
60,095
-84.7%
0.01%
-87.0%
Q2 2020$9,850,000
+0.8%
392,490
+0.8%
0.05%
-14.3%
Q1 2020$9,769,000
-38.8%
389,318
-38.9%
0.06%
-33.0%
Q4 2019$15,965,000
-21.3%
636,702
-21.4%
0.09%
-14.5%
Q3 2019$20,279,000
-1.0%
809,778
-0.9%
0.11%
-9.8%
Q2 2019$20,485,000
+30.7%
817,031
+30.8%
0.12%
+16.2%
Q1 2019$15,671,000
+13.5%
624,800
+13.5%
0.10%
-0.9%
Q4 2018$13,804,000550,2850.11%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
Valtinson Bruner Financial Planning LLC 1,305,337$32,738,00034.22%
Chessman Wealth Strategies RIA 410,536$10,296,00010.97%
Merit Financial Group, LLC 2,570,773$64,474,0009.70%
CWH Capital Management, Inc. 673,875$16,901,0008.28%
Wealthquest Corp 705,469$17,693,0007.25%
Prestige Wealth Management Group LLC 314,658$7,892,0005.81%
Capital Planning Advisors, LLC 560,551$14,059,0005.12%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,226,417$55,839,0004.94%
Newport Wealth Strategies, Inc. 95,343$2,392,0003.28%
D. SCOTT NEAL, INC. 237,694$5,961,0003.25%
View complete list of WISDOMTREE TR shareholders