Laurel Wealth Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 151 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Laurel Wealth Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$589,000
-1.3%
23,490
-1.3%
0.12%
-8.3%
Q3 2021$597,000
-5.2%
23,790
-5.2%
0.13%
-2.9%
Q2 2021$630,000
-20.9%
25,090
-20.9%
0.14%
-29.5%
Q1 2021$796,000
-1.2%
31,700
-1.2%
0.19%
-7.7%
Q4 2020$806,000
-3.5%
32,100
-3.5%
0.21%
-16.1%
Q3 2020$835,000
+0.1%
33,260
+0.2%
0.25%
-9.1%
Q2 2020$834,000
+5.0%
33,200
+5.0%
0.27%
-8.1%
Q1 2020$794,000
-14.2%
31,610
-14.4%
0.30%
+2.4%
Q4 2019$925,000
+27.1%
36,930
+27.0%
0.29%
+16.9%
Q3 2019$728,000
+7.7%
29,080
+7.9%
0.25%
+4.6%
Q2 2019$676,000
+389.9%
26,950
+390.0%
0.24%
+366.7%
Q1 2019$138,0005,5000.05%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Prestige Wealth Management Group LLC 1,528,244$38,282,00022.40%
Merit Financial Group, LLC 4,788,773$119,959,00013.12%
CWH Capital Management, Inc. 814,724$20,409,0008.10%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,390,287$109,977,0007.30%
Wealthquest Corp 741,074$18,563,0006.20%
Capital Planning Advisors, LLC 498,817$12,495,0003.64%
ENTERPRISE FINANCIAL SERVICES CORP 612,966$15,355,0003.50%
GARRISON BRADFORD & ASSOCIATES INC 89,900$2,252,0003.07%
ACG Wealth 797,748$19,984,0002.95%
United Asset Strategies, Inc. 514,674$12,893,0002.82%
View complete list of WISDOMTREE TR shareholders