Chicago Partners Investment Group LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 28 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2018$10,0000.0%363
+9.0%
0.00%
-50.0%
Q2 2018$10,000
+25.0%
333
+17.3%
0.00%
+100.0%
Q1 2018$8,0002840.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,191,758$54,154,07510.86%
Team Financial Group, LLC 360,028$16,359,83710.51%
Insight Advisors, LLC/ PA 125,941$5,722,8241.03%
CABOT WEALTH MANAGEMENT INC 111,485$5,065,9450.66%
GREAT VALLEY ADVISOR GROUP, INC. 462,358$21,009,7750.59%
Smartleaf Asset Management LLC 74,620$3,390,7320.56%
Financial Enhancement Group LLC 26,791$1,250,3430.20%
Patriot Financial Group Insurance Agency, LLC 20,924$950,7970.14%
Beacon Financial Advisory LLC 7,757$352,4970.13%
WCG Wealth Advisors LLC 33,570$1,5250.11%
View complete list of WISDOMTREE TR shareholders