RFG Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SFIG and the CUSIP is 97717X156. A total of 22 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
RFG Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$425,915
+11.1%
8,946
+11.3%
0.01%
+7.7%
Q1 2024$383,311
+2.8%
8,037
+3.4%
0.01%
-13.3%
Q4 2023$372,780
-0.6%
7,771
-3.7%
0.02%
-11.8%
Q3 2023$375,214
-14.6%
8,067
-14.0%
0.02%
-15.0%
Q2 2023$439,566
+11.2%
9,383
+11.9%
0.02%
+5.3%
Q1 2023$395,447
-0.3%
8,383
+0.1%
0.02%
-5.0%
Q4 2022$396,640
+5.2%
8,377
+2.3%
0.02%
-4.8%
Q3 2022$377,000
-3.3%
8,187
+0.6%
0.02%
-8.7%
Q2 2022$390,000
-0.8%
8,140
+0.8%
0.02%
-8.0%
Q1 2022$393,000
+34.1%
8,072
+39.2%
0.02%
+25.0%
Q4 2021$293,000
+11.0%
5,797
+12.6%
0.02%
-9.1%
Q3 2021$264,000
+23.9%
5,147
+24.2%
0.02%
+15.8%
Q2 2021$213,0004,1450.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Eldridge Investment Advisors, Inc. 7,700$3600.13%
Private Advisor Group, LLC 50,752$2,320,4340.12%
MONECO Advisors, LLC 4,454$208,1990.08%
NewSquare Capital LLC 8,315$388,6780.05%
Global Retirement Partners, LLC 14,050$656,7560.04%
Savior LLC 742$34,6840.03%
RFG Advisory, LLC 8,377$396,6400.02%
DB Wealth Management Group, LLC 589$27,5320.02%
Newbridge Financial Services Group, Inc. 295$13,7900.01%
LPL Financial LLC 163,891$7,660,9290.01%
View complete list of WISDOMTREE TR shareholders