Segment Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 141 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Segment Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$1,353,000
+287.7%
53,900
+287.8%
0.18%
+258.0%
Q4 2020$349,000
+8.7%
13,900
+8.6%
0.05%
-3.8%
Q3 2020$321,000
-0.3%
12,8000.0%0.05%
-13.3%
Q2 2020$322,00012,8000.06%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 894,485$22,469,00014.13%
Merit Financial Group, LLC 5,082,430$127,671,00012.70%
Aurora Private Wealth, Inc. 532,311$13,372,0006.15%
Wealthquest Corp 724,483$18,199,0004.63%
Clearwater Capital Advisors, LLC 1,091,674$27,423,0004.58%
QUEST CAPITAL MANAGEMENT INC /ADV 565,129$14,196,0004.26%
Newport Wealth Strategies, Inc. 139,278$3,499,0003.19%
GARRISON BRADFORD & ASSOCIATES INC 87,343$2,194,0003.19%
Tillar-Wenstrup Advisors, LLC 151,195$3,798,0002.30%
FURE FINANCIAL CORP 97,166$2,440,0001.95%
View complete list of WISDOMTREE TR shareholders