WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857.
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. | 1,129,847 | $33,713,000 | 14.93% |
| Stearns Financial Services Group | 851,212 | $25,399,000 | 3.99% |
| Financial Enhancement Group LLC | 91,498 | $2,730,000 | 0.69% |
| Patriot Financial Group Insurance Agency, LLC | 37,635 | $1,123,000 | 0.43% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 26,052 | $830,000 | 0.18% |
| CABOT WEALTH MANAGEMENT INC | 27,883 | $831,000 | 0.17% |
| RFG Advisory, LLC | 14,890 | $444,000 | 0.07% |
| Insight Wealth Strategies, LLC | 7,058 | $211,000 | 0.05% |
| Capital Advisors, Ltd. LLC | 3,117 | $93,000 | 0.02% |
| Tower Research Capital LLC (TRC) | 8,708 | $260,000 | 0.01% |