Old North State Trust, 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
Old North State Trust, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$0
-100.0%
15
-99.2%
0.00%
-100.0%
Q4 2020$44,000
-2.2%
1,765
-2.1%
0.03%
+13.3%
Q3 2020$45,000
-95.4%
1,802
-95.4%
0.03%
-95.2%
Q2 2020$981,000
-0.7%
39,064
-0.7%
0.63%
-12.3%
Q1 2020$988,000
+10.5%
39,347
+10.3%
0.71%
+48.1%
Q4 2019$894,00035,6700.48%
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