UNITED CAPITAL FINANCIAL ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 50 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
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$299,000
+5.7%
9,9080.0%0.00%0.0%
Q4 2020$283,000
+8.4%
9,908
+1.7%
0.00%0.0%
Q3 2020$261,000
-18.2%
9,742
-23.6%
0.00%0.0%
Q2 2020$319,000
+11.1%
12,7570.0%0.00%0.0%
Q1 2020$287,000
-20.9%
12,7570.0%0.00%0.0%
Q4 2019$363,000
+3.1%
12,7570.0%0.00%0.0%
Q3 2019$352,000
+0.3%
12,7570.0%0.00%0.0%
Q2 2019$351,000
+3.8%
12,757
+15.7%
0.00%0.0%
Q3 2018$338,000
+4.0%
11,0280.0%0.00%0.0%
Q2 2018$325,000
+4.5%
11,0280.0%0.00%0.0%
Q1 2018$311,00011,0280.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
NameSharesValueWeighting ↓
Crabel Capital Management, LLC 405,440$12,1764.41%
Global Wealth Strategies & Associates 138,447$4,157,7882.41%
Stratos Investment Management, LLC 210,837$6,331,8081.13%
Opes Wealth Management LLC 49,138$1,475,7150.54%
KLR INVESTMENT ADVISORS, LLC 19,838$595,7690.49%
Atlantic Private Wealth, LLC 9,908$297,5540.32%
CARY STREET PARTNERS ASSET MANAGEMENT LLC 50,801$1,525,6400.31%
Good Life Advisors, LLC 38,045$1,142,5770.16%
Truadvice, LLC 9,322$287,3040.15%
MACROVIEW INVESTMENT MANAGEMENT LLC 2,405$72,2380.12%
View complete list of WISDOMTREE TR shareholders