USAdvisors Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 57 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
USAdvisors Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$396,000
+0.3%
8,682
+0.2%
0.20%
+2.5%
Q2 2022$395,000
-2.0%
8,665
-0.0%
0.20%
+15.1%
Q1 2022$403,000
-13.1%
8,669
-12.8%
0.17%
-9.0%
Q4 2021$464,000
-31.9%
9,936
-31.7%
0.19%
-35.9%
Q3 2021$681,000
+154.1%
14,539
+154.8%
0.30%
+102.1%
Q2 2021$268,000
-69.6%
5,705
-69.7%
0.15%
-65.8%
Q1 2021$883,000
-86.4%
18,804
-86.3%
0.43%
-86.3%
Q4 2020$6,473,000
-6.8%
137,292
-7.1%
3.11%
+186.8%
Q3 2020$6,947,000
+1.0%
147,812
+1.1%
1.08%
-70.3%
Q2 2020$6,875,000
+3.5%
146,206
+8.9%
3.65%
-10.9%
Q1 2020$6,645,000
-33.5%
134,233
-35.4%
4.10%
-20.7%
Q4 2019$9,993,000
+11.4%
207,886
+10.8%
5.18%
+11.8%
Q3 2019$8,970,000
+2.1%
187,667
+1.8%
4.63%
+23.0%
Q2 2019$8,783,000
+9.1%
184,347
+8.2%
3.76%
-34.3%
Q1 2019$8,053,0000.0%170,3980.0%5.72%
-13.0%
Q4 2018$8,053,000
-2.2%
170,398
-0.7%
6.58%
+11.5%
Q3 2018$8,234,000171,5375.90%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
USAdvisors Wealth Management, LLC 170,398$8,053,0005.72%
Harborview Advisors, LLC 107,496$5,135,0004.45%
Almanack Investment Partners, LLC. 79,021$3,775,0001.07%
Barber Financial Group, Inc. 96,219$4,596,0000.90%
Carroll Financial Associates, Inc. 59,821$2,857,0000.27%
CENTAURUS FINANCIAL, INC. 1,243$26,014,0000.15%
INTERACTIVE FINANCIAL ADVISORS, INC. 4,015$192,0000.09%
HENGEHOLD CAPITAL MANAGEMENT LLC 6,877$329,0000.08%
AE Wealth Management LLC 14,489$692,0000.05%
WEALTHSOURCE PARTNERS, LLC 4,242$203,0000.05%
View complete list of WISDOMTREE TR shareholders