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 | $3,511,537 | +19.4% | 91,304 | +20.4% | 0.00% | +100.0% |
| Q2 2023 | $2,940,274 | +7.7% | 75,831 | +4.3% | 0.00% | 0.0% |
| Q1 2023 | $2,728,976 | +10.5% | 72,676 | +10.7% | 0.00% | 0.0% |
| Q4 2022 | $2,469,481 | +25.2% | 65,678 | +13.8% | 0.00% | 0.0% |
| Q3 2022 | $1,972,000 | +358.6% | 57,726 | +386.4% | 0.00% | – |
| Q2 2022 | $430,000 | +4.4% | 11,869 | +17.9% | 0.00% | – |
| Q1 2022 | $412,000 | +2.7% | 10,068 | +5.3% | 0.00% | – |
| Q4 2021 | $401,000 | +27.7% | 9,560 | +18.5% | 0.00% | – |
| Q3 2021 | $314,000 | +17.6% | 8,066 | +19.0% | 0.00% | – |
| Q2 2021 | $267,000 | -26.0% | 6,781 | -28.9% | 0.00% | – |
| Q1 2021 | $361,000 | -40.1% | 9,541 | -44.4% | 0.00% | – |
| Q4 2020 | $603,000 | -2.3% | 17,174 | -12.9% | 0.00% | -100.0% |
| Q3 2020 | $617,000 | -10.8% | 19,725 | -14.9% | 0.00% | 0.0% |
| Q2 2020 | $692,000 | +10.0% | 23,178 | -9.6% | 0.00% | 0.0% |
| Q1 2020 | $629,000 | -57.3% | 25,649 | -44.4% | 0.00% | -50.0% |
| Q4 2019 | $1,474,000 | -12.8% | 46,140 | -17.2% | 0.00% | 0.0% |
| Q3 2019 | $1,691,000 | +72.9% | 55,733 | +71.4% | 0.00% | +100.0% |
| Q2 2019 | $978,000 | -25.0% | 32,519 | -27.7% | 0.00% | -50.0% |
| Q1 2019 | $1,304,000 | +3.1% | 45,004 | -7.1% | 0.00% | 0.0% |
| Q4 2018 | $1,265,000 | -13.9% | 48,424 | +1.4% | 0.00% | -33.3% |
| Q3 2018 | $1,470,000 | – | 47,768 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,070,422 | $41,672,000 | 10.44% |
| Truadvice, LLC | 13,393 | $554,000 | 0.51% |
| Insight Advisors, LLC/ PA | 35,087 | $1,444,000 | 0.43% |
| Financial Enhancement Group LLC | 51,901 | $2,020,000 | 0.38% |
| CABOT WEALTH MANAGEMENT INC | 60,445 | $2,353,000 | 0.32% |
| Patriot Financial Group Insurance Agency, LLC | 20,439 | $796,000 | 0.14% |
| HighTower Advisors, LLC | 847,173 | $32,982,000 | 0.09% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 12,339 | $480,000 | 0.08% |
| RMR Wealth Builders | 5,715 | $222,000 | 0.06% |
| RFG Advisory, LLC | 18,543 | $722,000 | 0.06% |