Arkadios Wealth Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 21 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$338,000
-41.5%
13,476
-41.6%
0.04%
-45.8%
Q3 2021$578,000
-10.1%
23,063
-10.0%
0.08%
+6.4%
Q2 2021$643,000
-25.9%
25,622
-25.9%
0.08%
-45.5%
Q1 2021$868,000
+24.5%
34,581
+24.5%
0.14%
-2.1%
Q4 2020$697,000
-98.3%
27,772
+1608.0%
0.15%
+534.8%
Q2 2020$40,853,000
-34.1%
1,626
-34.1%
0.02%
-41.0%
Q1 2020$61,967,000
-42.3%
2,468
-42.2%
0.04%
-39.1%
Q4 2019$107,377,0004,2730.06%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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