WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 47 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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. | 1,095,640 | $44,885,000 | 11.07% |
GREAT VALLEY ADVISOR GROUP, INC. | 633,483 | $25,953,000 | 1.51% |
Insight Advisors, LLC/ PA | 63,621 | $2,606,000 | 0.78% |
Financial Enhancement Group LLC | 56,243 | $2,304,000 | 0.43% |
CABOT WEALTH MANAGEMENT INC | 65,626 | $2,689,000 | 0.36% |
Truadvice, LLC | 13,021 | $507,000 | 0.28% |
My Legacy Advisors, LLC | 9,274 | $380,000 | 0.18% |
ALTERNA WEALTH MANAGEMENT, INC | 4,962 | $203,000 | 0.17% |
Patriot Financial Group Insurance Agency, LLC | 21,153 | $867,000 | 0.15% |
HighTower Advisors, LLC | 1,140,878 | $46,734,000 | 0.10% |