Old North State Trust, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 134 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q1 2021
NameSharesValueWeighting ↓
Aurora Private Wealth, Inc. 585,782$14,703,0006.22%
Clearview Wealth Advisors LLC 182,777$4,588,0003.08%
Newport Wealth Strategies, Inc. 154,181$3,871,0002.90%
Addison Advisors LLC 95,964$2,409,0002.31%
United Asset Strategies, Inc. 517,559$12,991,0002.04%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 406,582$10,205,0001.97%
QUEST CAPITAL MANAGEMENT INC /ADV 290,437$7,290,0001.70%
FURE FINANCIAL CORP 94,046$2,361,0001.68%
1900 WEALTH MANAGEMENT LLC 476,818$11,969,0001.40%
Private Wealth Strategies, L.L.C. 144,008$3,615,0001.09%
View complete list of WISDOMTREE TR shareholders