PACIFIC CAPITAL WEALTH ADVISORS, INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 141 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
PACIFIC CAPITAL WEALTH ADVISORS, INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$301,0000.0%12,0000.0%0.09%
-9.4%
Q3 2021$301,0000.0%12,0000.0%0.10%
-36.4%
Q2 2021$301,0000.0%12,0000.0%0.15%
-9.6%
Q1 2021$301,0000.0%12,0000.0%0.17%
-2.3%
Q4 2020$301,00012,0000.17%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Titan Capital Management, LLC /TX 615,556$15,450,00016.09%
New Perspectives, Inc 718,263$18,036,00014.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 337,294$8,469,0002.74%
Clearview Wealth Advisors LLC 157,934$3,966,0002.45%
United Asset Strategies, Inc. 589,115$14,793,0001.97%
Richard Bernstein Advisors LLC 3,641,271$91,431,0001.90%
Addison Advisors LLC 84,998$2,134,0001.72%
FURE FINANCIAL CORP 87,818$2,205,0001.60%
Centennial Wealth Advisory LLC 98,327$2,469,0001.54%
Newport Wealth Strategies, Inc. 89,373$2,244,0001.30%
View complete list of WISDOMTREE TR shareholders