ACG Wealth - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 39 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
ACG Wealth ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2019$1,142,000
-0.6%
37,647
-1.4%
0.17%
+9.7%
Q2 2019$1,149,000
-0.6%
38,195
-4.3%
0.15%
-0.6%
Q1 2019$1,156,000
+0.9%
39,896
-9.1%
0.16%
-11.9%
Q4 2018$1,146,000
-21.6%
43,884
-7.6%
0.18%
-9.3%
Q3 2018$1,462,00047,5060.19%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,095,640$44,885,00011.07%
GREAT VALLEY ADVISOR GROUP, INC. 633,483$25,953,0001.51%
Insight Advisors, LLC/ PA 63,621$2,606,0000.78%
Financial Enhancement Group LLC 56,243$2,304,0000.43%
CABOT WEALTH MANAGEMENT INC 65,626$2,689,0000.36%
Truadvice, LLC 13,021$507,0000.28%
My Legacy Advisors, LLC 9,274$380,0000.18%
ALTERNA WEALTH MANAGEMENT, INC 4,962$203,0000.17%
Patriot Financial Group Insurance Agency, LLC 21,153$867,0000.15%
HighTower Advisors, LLC 1,140,878$46,734,0000.10%
View complete list of WISDOMTREE TR shareholders