Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 141 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$304,0000.0%12,1160.0%0.01%0.0%
Q3 2021$304,000
-14.8%
12,116
-14.8%
0.01%
-16.7%
Q2 2021$357,000
-100.0%
14,216
-81.7%
0.01%
-64.7%
Q1 2021$1,949,016,000
+474113.1%
77,650
+373.7%
0.02%
+88.9%
Q4 2020$411,000
-25.7%
16,392
-25.6%
0.01%
-35.7%
Q3 2020$553,000
-42.1%
22,032
-42.0%
0.01%
-48.1%
Q2 2020$955,000
-90.5%
38,013
-90.5%
0.03%
-92.6%
Q1 2020$10,035,000
+3914.0%
399,672
+3896.7%
0.37%
+5142.9%
Q4 2019$250,000
+380.8%
10,000
+376.9%
0.01%
+250.0%
Q3 2019$52,000
-54.8%
2,097
-54.6%
0.00%
-50.0%
Q2 2019$115,0004,6150.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 894,485$22,469,00014.13%
Merit Financial Group, LLC 5,082,430$127,671,00012.70%
Aurora Private Wealth, Inc. 532,311$13,372,0006.15%
Wealthquest Corp 724,483$18,199,0004.63%
Clearwater Capital Advisors, LLC 1,091,674$27,423,0004.58%
QUEST CAPITAL MANAGEMENT INC /ADV 565,129$14,196,0004.26%
Newport Wealth Strategies, Inc. 139,278$3,499,0003.19%
GARRISON BRADFORD & ASSOCIATES INC 87,343$2,194,0003.19%
Tillar-Wenstrup Advisors, LLC 151,195$3,798,0002.30%
FURE FINANCIAL CORP 97,166$2,440,0001.95%
View complete list of WISDOMTREE TR shareholders