IFP Advisors, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 128 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$595,000
+0.5%
23,875
+0.9%
0.01%0.0%
Q3 2021$592,000
-2.3%
23,651
-2.2%
0.01%
-7.7%
Q2 2021$606,000
-17.3%
24,189
-17.5%
0.01%
-7.1%
Q1 2021$733,000
-26.5%
29,314
-26.3%
0.01%
-65.0%
Q4 2020$997,000
+23.2%
39,770
+23.4%
0.04%
-16.7%
Q3 2020$809,000
+266.1%
32,235
+266.0%
0.05%
+166.7%
Q2 2020$221,0008,8070.02%
Q1 2020$000.00%
Q4 2019$000.00%
Q3 2019$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q1 2019$25,0000.0%1,005
+0.5%
0.00%
+50.0%
Q4 2018$25,0000.0%1,000
+0.5%
0.00%
+100.0%
Q3 2018$25,0000.0%995
-1.0%
0.00%
-66.7%
Q1 2016$25,0001,0050.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
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