WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 29 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,210 | -0.7% | 83,475 | +0.1% | 0.49% | +1.9% |
| Q2 2023 | $3,234 | +5.0% | 83,395 | +1.7% | 0.48% | -0.6% |
| Q1 2023 | $3,079 | +11.2% | 81,985 | +11.3% | 0.49% | +4.1% |
| Q4 2022 | $2,770 | -99.9% | 73,683 | +2.9% | 0.47% | +13.1% |
| Q3 2022 | $2,445,000 | -1.3% | 71,575 | +4.7% | 0.41% | +5.1% |
| Q2 2022 | $2,478,000 | -7.8% | 68,368 | +4.2% | 0.39% | +8.6% |
| Q1 2022 | $2,689,000 | +2.0% | 65,626 | +4.4% | 0.36% | +8.4% |
| Q4 2021 | $2,637,000 | +12.1% | 62,837 | +4.0% | 0.33% | +5.7% |
| Q3 2021 | $2,353,000 | +6.1% | 60,445 | +7.2% | 0.32% | +6.8% |
| Q2 2021 | $2,218,000 | +13.1% | 56,403 | +8.9% | 0.30% | +6.9% |
| Q1 2021 | $1,961,000 | +17.6% | 51,791 | +9.2% | 0.28% | +8.2% |
| Q4 2020 | $1,667,000 | +48.8% | 47,431 | +32.6% | 0.26% | +25.5% |
| Q3 2020 | $1,120,000 | +34.8% | 35,780 | +28.3% | 0.20% | +22.9% |
| Q2 2020 | $831,000 | +198.9% | 27,883 | +146.1% | 0.17% | +151.5% |
| Q1 2020 | $278,000 | +17.8% | 11,330 | +53.2% | 0.07% | +43.5% |
| Q4 2019 | $236,000 | – | 7,395 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,340,790 | $47,115,000 | 14.26% |
| Financial Enhancement Group LLC | 71,601 | $2,516,000 | 0.54% |
| Truadvice, LLC | 36,670 | $1,323,000 | 0.40% |
| Patriot Financial Group Insurance Agency, LLC | 35,710 | $1,255,000 | 0.32% |
| CABOT WEALTH MANAGEMENT INC | 47,431 | $1,667,000 | 0.26% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 22,707 | $798,000 | 0.16% |
| IFP Advisors, Inc | 73,909 | $2,600,000 | 0.10% |
| RFG Advisory, LLC | 16,276 | $588,000 | 0.08% |
| Accel Wealth Management | 1,028 | $36,000 | 0.03% |
| Capital Advisors, Ltd. LLC | 3,117 | $110,000 | 0.02% |