Trek Financial, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 129 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Trek Financial, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$259,000
-18.0%
5,155
-59.1%
0.02%
-20.7%
Q4 2021$316,000
+3.3%
12,590
+3.1%
0.03%
-9.4%
Q3 2021$306,000
+10.1%
12,208
+10.1%
0.03%
+6.7%
Q2 2021$278,000
-9.7%
11,091
-9.6%
0.03%
-18.9%
Q1 2021$308,00012,2680.04%
Other shareholders
WISDOMTREE TR shareholders Q3 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