INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 128 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$31,000
+287.5%
1,228
+272.1%
0.01%
+400.0%
Q3 2021$8,0000.0%3300.0%0.00%0.0%
Q2 2021$8,000
-78.4%
330
-77.7%
0.00%
-87.5%
Q2 2019$37,0000.0%1,4830.0%0.01%0.0%
Q1 2019$37,0001,4830.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Titan Capital Management, LLC /TX 615,556$15,450,00016.09%
New Perspectives, Inc 718,263$18,036,00014.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 337,294$8,469,0002.74%
Clearview Wealth Advisors LLC 157,934$3,966,0002.45%
United Asset Strategies, Inc. 589,115$14,793,0001.97%
Richard Bernstein Advisors LLC 3,641,271$91,431,0001.90%
Addison Advisors LLC 84,998$2,134,0001.72%
FURE FINANCIAL CORP 87,818$2,205,0001.60%
Centennial Wealth Advisory LLC 98,327$2,469,0001.54%
Newport Wealth Strategies, Inc. 89,373$2,244,0001.30%
View complete list of WISDOMTREE TR shareholders