Argent Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 139 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Argent Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$1,284,000
-52.2%
51,109
-52.3%
0.21%
-61.0%
Q1 2020$2,689,000
-21.2%
107,104
-21.3%
0.55%
-4.5%
Q4 2019$3,411,000136,1240.57%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
Merit Financial Group, LLC 5,919,403$148,636,00013.58%
Aurora Private Wealth, Inc. 539,925$13,558,0005.80%
Clearwater Capital Advisors, LLC 1,139,820$28,621,0004.50%
QUEST CAPITAL MANAGEMENT INC /ADV 495,536$12,443,0003.44%
Newport Wealth Strategies, Inc. 154,181$3,875,0002.88%
United Asset Strategies, Inc. 503,428$12,641,0002.32%
ACG Wealth 510,509$12,819,0001.93%
FURE FINANCIAL CORP 96,515$2,423,0001.79%
SkyOak Wealth, LLC 174,951$4,393,0001.58%
Legend Financial Advisors, Inc. 72,431$1,819,0001.44%
View complete list of WISDOMTREE TR shareholders