Segment Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 134 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q2 2021
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