ST GERMAIN D J CO INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 138 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
ST GERMAIN D J CO INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$1,603,000
-46.0%
63,879
-46.0%
0.11%
-52.7%
Q3 2020$2,969,000
-7.6%
118,259
-7.5%
0.24%
-14.2%
Q2 2020$3,212,000
-1.7%
127,884
-1.7%
0.28%
-12.5%
Q1 2020$3,267,000
-1.3%
130,109
-1.5%
0.32%
+15.5%
Q4 2019$3,309,000132,0530.28%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
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