Aptus Capital Advisors, 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
Aptus Capital Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$68,000
-29.2%
2,710
-29.2%
0.00%0.0%
Q3 2021$96,0000.0%3,8250.0%0.00%
-33.3%
Q2 2021$96,0000.0%3,8250.0%0.00%0.0%
Q1 2021$96,000
+95.9%
3,825
+92.2%
0.00%
+50.0%
Q4 2020$49,0000.0%1,9900.0%0.00%
-33.3%
Q3 2020$49,0000.0%1,9900.0%0.00%0.0%
Q2 2020$49,0000.0%1,9900.0%0.00%
-25.0%
Q1 2020$49,000
-22.2%
1,990
-21.7%
0.00%0.0%
Q4 2019$63,000
+28.6%
2,540
+27.6%
0.00%
+33.3%
Q3 2019$49,0001,9900.00%
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