WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 32 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,000 | -28.0% | 479 | -24.6% | 0.00% | – |
| Q2 2023 | $25,000 | -26.5% | 635 | -28.7% | 0.00% | – |
| Q1 2023 | $34,000 | +100.0% | 891 | +99.3% | 0.00% | – |
| Q4 2022 | $17,000 | +54.5% | 447 | +36.3% | 0.00% | – |
| Q3 2022 | $11,000 | +57.1% | 328 | +82.2% | 0.00% | – |
| Q2 2022 | $7,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q1 2022 | $7,000 | -58.8% | 180 | -55.0% | 0.00% | – |
| Q4 2021 | $17,000 | +240.0% | 400 | +196.3% | 0.00% | – |
| Q3 2021 | $5,000 | -37.5% | 135 | -32.5% | 0.00% | – |
| Q2 2021 | $8,000 | -96.3% | 200 | -96.5% | 0.00% | – |
| Q1 2021 | $215,000 | -85.4% | 5,683 | -86.4% | 0.00% | – |
| Q4 2020 | $1,469,000 | +1075.2% | 41,806 | +949.3% | 0.00% | – |
| Q3 2020 | $125,000 | -86.6% | 3,984 | -87.3% | 0.00% | – |
| Q2 2020 | $934,000 | -39.5% | 31,321 | -50.3% | 0.00% | -100.0% |
| Q1 2020 | $1,544,000 | +1231.0% | 62,969 | +1626.6% | 0.00% | – |
| Q4 2019 | $116,000 | +127.5% | 3,647 | +118.9% | 0.00% | – |
| Q3 2019 | $51,000 | +121.7% | 1,666 | +113.3% | 0.00% | – |
| Q2 2019 | $23,000 | +666.7% | 781 | +739.8% | 0.00% | – |
| Q1 2019 | $3,000 | – | 93 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,096,915 | $41,243,901 | 11.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 800,332 | $30,092,460 | 1.54% |
| KLR INVESTMENT ADVISORS, LLC | 44,691 | $1,680,379 | 1.38% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 29,290 | $1,101,304 | 0.64% |
| Insight Advisors, LLC/ PA | 47,540 | $1,780,848 | 0.62% |
| Financial Enhancement Group LLC | 64,265 | $2,513,420 | 0.48% |
| CABOT WEALTH MANAGEMENT INC | 73,683 | $2,770 | 0.47% |
| My Legacy Advisors, LLC | 26,552 | $1,044,025 | 0.44% |
| Truadvice, LLC | 11,561 | $447,179 | 0.24% |
| Patriot Financial Group Insurance Agency, LLC | 23,210 | $872,696 | 0.12% |