Private Capital Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 138 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Private Capital Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$10,0000.0%3850.0%0.00%0.0%
Q2 2020$10,000
+25.0%
385
+16.3%
0.00%0.0%
Q1 2020$8,0000.0%3310.0%0.00%0.0%
Q4 2019$8,0000.0%3310.0%0.00%
+100.0%
Q3 2019$8,0003310.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
Valtinson Bruner Financial Planning LLC 1,305,337$32,738,00034.22%
Chessman Wealth Strategies RIA 410,536$10,296,00010.97%
Merit Financial Group, LLC 2,570,773$64,474,0009.70%
CWH Capital Management, Inc. 673,875$16,901,0008.28%
Wealthquest Corp 705,469$17,693,0007.25%
Prestige Wealth Management Group LLC 314,658$7,892,0005.81%
Capital Planning Advisors, LLC 560,551$14,059,0005.12%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,226,417$55,839,0004.94%
Newport Wealth Strategies, Inc. 95,343$2,392,0003.28%
D. SCOTT NEAL, INC. 237,694$5,961,0003.25%
View complete list of WISDOMTREE TR shareholders