RFG Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 44 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
RFG Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$550,136
-2.1%
14,304
-1.3%
0.02%0.0%
Q2 2023$561,921
-3.7%
14,492
-6.7%
0.02%
-13.8%
Q1 2023$583,300
-6.1%
15,534
-1.6%
0.03%
-6.5%
Q4 2022$620,872
-10.3%
15,790
-14.1%
0.03%
-20.5%
Q3 2022$692,000
-1.7%
18,374
-0.5%
0.04%
-4.9%
Q2 2022$704,000
-10.5%
18,460
-3.9%
0.04%
-18.0%
Q1 2022$787,000
-3.0%
19,216
-0.6%
0.05%
-10.7%
Q4 2021$811,000
+12.3%
19,328
+4.2%
0.06%
-5.1%
Q3 2021$722,000
+3.4%
18,543
+4.4%
0.06%
-4.8%
Q2 2021$698,000
+6.2%
17,756
+2.3%
0.06%
-13.9%
Q1 2021$657,000
+11.7%
17,356
+6.6%
0.07%
-6.5%
Q4 2020$588,000
+20.7%
16,276
+4.7%
0.08%
+13.2%
Q3 2020$487,000
+9.7%
15,547
+4.4%
0.07%
-1.4%
Q2 2020$444,000
+33.7%
14,890
+9.9%
0.07%
+11.3%
Q1 2020$332,000
-65.8%
13,546
-55.5%
0.06%
-62.4%
Q4 2019$971,000
+21.8%
30,416
+15.8%
0.16%
+3.8%
Q3 2019$797,000
+4.5%
26,274
+3.7%
0.16%
-8.6%
Q2 2019$763,000
+21.3%
25,343
+17.3%
0.17%
+8.8%
Q1 2019$629,000
+61.3%
21,604
+44.8%
0.16%
+66.7%
Q4 2018$390,00014,9160.10%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,340,790$47,115,00014.26%
Financial Enhancement Group LLC 71,601$2,516,0000.54%
Truadvice, LLC 36,670$1,323,0000.40%
Patriot Financial Group Insurance Agency, LLC 35,710$1,255,0000.32%
CABOT WEALTH MANAGEMENT INC 47,431$1,667,0000.26%
SIGNET FINANCIAL MANAGEMENT, LLC 22,707$798,0000.16%
IFP Advisors, Inc 73,909$2,600,0000.10%
RFG Advisory, LLC 16,276$588,0000.08%
Accel Wealth Management 1,028$36,0000.03%
Capital Advisors, Ltd. LLC 3,117$110,0000.02%
View complete list of WISDOMTREE TR shareholders