Cascade Investment Advisors, Inc. - 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
Cascade Investment Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$134,800,000
+3.5%
2,681
-48.3%
0.08%
+7.9%
Q4 2021$130,217,000
+1.9%
5,190
+2.0%
0.08%
-8.4%
Q3 2021$127,759,000
-1.3%
5,090
-1.3%
0.08%
-12.6%
Q4 2020$129,390,000
+6.1%
5,155
+6.2%
0.10%
-7.8%
Q3 2020$121,909,000
-3.8%
4,855
-3.8%
0.10%
-14.2%
Q2 2020$126,730,000
+2.6%
5,045
+2.5%
0.12%
-11.8%
Q1 2020$123,541,000
+0.4%
4,920
+0.2%
0.14%
+44.7%
Q4 2019$123,044,000
+2.7%
4,910
+2.6%
0.09%
+2.2%
Q3 2019$119,864,000
-0.1%
4,7850.0%0.09%
-9.8%
Q2 2019$119,959,0004,7850.10%
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