EPG Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 147 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$88,000
-35.8%
3,525
-35.3%
0.03%
-43.6%
Q3 2021$137,000
-34.4%
5,448
-34.7%
0.06%
-62.8%
Q2 2020$209,000
-32.4%
8,340
-32.2%
0.15%
-34.8%
Q1 2020$309,000
+81.8%
12,292
+81.3%
0.23%
+83.1%
Q4 2019$170,0006,7810.12%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
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