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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,096,915 | $41,243,901 | 11.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 800,332 | $30,092,460 | 1.54% |
| KLR INVESTMENT ADVISORS, LLC | 44,691 | $1,680,379 | 1.38% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 29,290 | $1,101,304 | 0.64% |
| Insight Advisors, LLC/ PA | 47,540 | $1,780,848 | 0.62% |
| Financial Enhancement Group LLC | 64,265 | $2,513,420 | 0.48% |
| CABOT WEALTH MANAGEMENT INC | 73,683 | $2,770 | 0.47% |
| My Legacy Advisors, LLC | 26,552 | $1,044,025 | 0.44% |
| Truadvice, LLC | 11,561 | $447,179 | 0.24% |
| Patriot Financial Group Insurance Agency, LLC | 23,210 | $872,696 | 0.12% |