NewSquare Capital LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SFIG and the CUSIP is 97717X156. A total of 19 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$265,598
-36.0%
5,710
-35.5%
0.03%
-34.9%
Q2 2023$414,852
+0.6%
8,855
+1.3%
0.04%
-12.2%
Q1 2023$412,545
+6.1%
8,745
+5.2%
0.05%
+2.1%
Q4 2022$388,678
+5.3%
8,315
+4.1%
0.05%
+4.3%
Q3 2022$369,000
+0.5%
7,990
+3.4%
0.05%
-2.1%
Q2 2022$367,000
-25.3%
7,730
-23.4%
0.05%
-9.6%
Q1 2022$491,000
+53.9%
10,095
+60.0%
0.05%
+52.9%
Q4 2021$319,000
+21.3%
6,310
+23.1%
0.03%
+9.7%
Q3 2021$263,0005,1250.03%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
INVENIO WEALTH PARTNERS LLC 24,439$1,136,7701.04%
JT Stratford LLC 25,298$1,176,7450.30%
Prime Capital Investment Advisors, LLC 255,218$11,871,3400.24%
Savior LLC 650$30,2330.21%
Team Financial Group, LLC 3,027$140,8070.12%
Global Retirement Partners, LLC 17,265$801,8180.04%
Private Advisor Group, LLC 92,417$4,298,7580.04%
NewSquare Capital LLC 5,710$265,5980.03%
RFG Advisory, LLC 8,067$375,2140.02%
DB Wealth Management Group, LLC 337$15,6770.01%
View complete list of WISDOMTREE TR shareholders