WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 38 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,366,001 | -22.0% | 61,518 | -21.3% | 0.00% | 0.0% |
| Q2 2023 | $3,031,475 | +9.9% | 78,183 | +6.5% | 0.00% | 0.0% |
| Q1 2023 | $2,757,674 | -18.1% | 73,440 | -18.0% | 0.00% | -33.3% |
| Q4 2022 | $3,368,531 | +221.1% | 89,589 | +191.8% | 0.00% | +200.0% |
| Q3 2022 | $1,049,000 | -7.1% | 30,706 | -1.4% | 0.00% | 0.0% |
| Q2 2022 | $1,129,000 | +29.5% | 31,154 | +46.4% | 0.00% | 0.0% |
| Q1 2022 | $872,000 | +7.1% | 21,276 | +9.7% | 0.00% | 0.0% |
| Q4 2021 | $814,000 | +9.1% | 19,389 | +1.2% | 0.00% | 0.0% |
| Q3 2021 | $746,000 | +51.3% | 19,163 | +52.9% | 0.00% | – |
| Q2 2021 | $493,000 | -3.9% | 12,532 | -7.5% | 0.00% | -100.0% |
| Q1 2021 | $513,000 | +11.0% | 13,542 | +3.0% | 0.00% | 0.0% |
| Q4 2020 | $462,000 | +11.9% | 13,147 | -0.4% | 0.00% | 0.0% |
| Q3 2020 | $413,000 | +7.8% | 13,203 | +2.8% | 0.00% | 0.0% |
| Q2 2020 | $383,000 | +41.9% | 12,848 | +16.5% | 0.00% | 0.0% |
| Q1 2020 | $270,000 | – | 11,027 | – | 0.00% | – |
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% |