CAPTRUST FINANCIAL ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 21 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$5,0000.0%2180.0%0.00%
Q3 2021$5,0002180.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Merit Financial Group, LLC 5,919,403$148,636,00013.58%
Aurora Private Wealth, Inc. 539,925$13,558,0005.80%
Clearwater Capital Advisors, LLC 1,139,820$28,621,0004.50%
QUEST CAPITAL MANAGEMENT INC /ADV 495,536$12,443,0003.44%
Newport Wealth Strategies, Inc. 154,181$3,875,0002.88%
United Asset Strategies, Inc. 503,428$12,641,0002.32%
ACG Wealth 510,509$12,819,0001.93%
FURE FINANCIAL CORP 96,515$2,423,0001.79%
SkyOak Wealth, LLC 174,951$4,393,0001.58%
Legend Financial Advisors, Inc. 72,431$1,819,0001.44%
View complete list of WISDOMTREE TR shareholders