Prestige Wealth Management Group LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 133 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$237,000
-2.5%
9,458
-2.3%
0.06%
-8.1%
Q3 2021$243,0000.0%9,6850.0%0.06%
-4.6%
Q2 2021$243,0000.0%9,6850.0%0.06%
-1.5%
Q1 2021$243,0000.0%9,6850.0%0.07%
-1.5%
Q4 2020$243,000
-5.8%
9,685
-5.8%
0.07%
-14.1%
Q3 2020$258,000
-0.8%
10,286
-0.8%
0.08%
-15.2%
Q2 2020$260,0000.0%10,3650.0%0.09%
-16.4%
Q1 2020$260,000
-99.3%
10,365
-99.3%
0.11%
-99.4%
Q4 2019$35,986,000
-6.0%
1,435,995
-6.0%
19.69%
-12.1%
Q3 2019$38,282,000
+0.8%
1,528,244
+0.9%
22.40%
-2.5%
Q2 2019$37,988,000
+7.0%
1,515,255
+7.0%
22.98%
+5.3%
Q1 2019$35,513,000
+350.0%
1,415,994
+350.0%
21.81%
+275.4%
Q4 2018$7,892,000314,6585.81%
Other shareholders
WISDOMTREE TR shareholders Q2 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