Legend Financial Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 3 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Legend Financial Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$257,0000.0%10,2440.0%0.16%
-8.9%
Q4 2021$257,0000.0%10,2440.0%0.18%
+9.8%
Q3 2021$257,000
+1.2%
10,244
+1.2%
0.16%0.0%
Q2 2021$254,000
-17.0%
10,125
-17.0%
0.16%
-34.3%
Q4 2020$306,000
-83.2%
12,195
-83.2%
0.25%
-82.8%
Q3 2020$1,819,000
-91.9%
72,431
-91.9%
1.44%
-89.8%
Q2 2020$22,469,000
-0.7%
894,485
-0.7%
14.13%
-30.4%
Q1 2020$22,619,000900,80620.31%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
BEACON FINANCIAL GROUP 138,827$6,9890.99%
AlphaMark Advisors, LLC 31,437$1,5820.68%
Blue Edge Capital, LLC 10,125$509,4900.11%
View complete list of WISDOMTREE TR shareholders