RFG Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 21 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
RFG Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$320,000
+26.0%
12,773
+26.4%
0.02%
+4.8%
Q3 2021$254,000
+7.2%
10,103
+7.0%
0.02%0.0%
Q2 2021$237,000
+3.9%
9,446
+3.8%
0.02%
-16.0%
Q1 2021$228,000
+3.6%
9,102
+3.9%
0.02%
-13.8%
Q4 2020$220,000
-30.6%
8,758
-30.7%
0.03%
-34.1%
Q3 2020$317,000
-2.8%
12,635
-2.5%
0.04%
-13.7%
Q2 2020$326,000
+10.9%
12,959
+10.6%
0.05%
-7.3%
Q1 2020$294,000
-52.4%
11,712
-52.5%
0.06%
-47.6%
Q4 2019$618,000
+14.2%
24,653
+14.2%
0.10%
-2.8%
Q3 2019$541,000
-83.7%
21,591
-83.7%
0.11%
-85.8%
Q2 2019$3,322,000
+341.8%
132,217
+343.6%
0.76%
+294.8%
Q1 2019$752,00029,8060.19%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Aurora Private Wealth, Inc. 585,782$14,703,0006.22%
Clearview Wealth Advisors LLC 182,777$4,588,0003.08%
Newport Wealth Strategies, Inc. 154,181$3,871,0002.90%
Addison Advisors LLC 95,964$2,409,0002.31%
United Asset Strategies, Inc. 517,559$12,991,0002.04%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 406,582$10,205,0001.97%
QUEST CAPITAL MANAGEMENT INC /ADV 290,437$7,290,0001.70%
FURE FINANCIAL CORP 94,046$2,361,0001.68%
1900 WEALTH MANAGEMENT LLC 476,818$11,969,0001.40%
Private Wealth Strategies, L.L.C. 144,008$3,615,0001.09%
View complete list of WISDOMTREE TR shareholders