WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 48 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9 | 0.0% | 230 | 0.0% | 0.00% | – |
| Q2 2023 | $9 | 0.0% | 230 | 0.0% | 0.00% | – |
| Q1 2023 | $9 | -18.2% | 230 | -24.6% | 0.00% | – |
| Q4 2022 | $11 | -99.9% | 305 | 0.0% | 0.00% | – |
| Q3 2022 | $10,000 | -9.1% | 305 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | -15.4% | 305 | 0.0% | 0.00% | – |
| Q1 2022 | $13,000 | 0.0% | 305 | 0.0% | 0.00% | – |
| Q4 2021 | $13,000 | +8.3% | 305 | 0.0% | 0.00% | – |
| Q3 2021 | $12,000 | 0.0% | 305 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | +9.1% | 305 | 0.0% | 0.00% | – |
| Q4 2020 | $11,000 | -73.2% | 305 | -76.6% | 0.00% | -100.0% |
| Q3 2020 | $41,000 | -45.3% | 1,305 | -48.3% | 0.00% | 0.0% |
| Q2 2020 | $75,000 | +1.4% | 2,525 | -16.5% | 0.00% | -50.0% |
| Q1 2020 | $74,000 | -33.3% | 3,025 | -12.8% | 0.00% | 0.0% |
| Q4 2019 | $111,000 | -3.5% | 3,470 | -8.7% | 0.00% | 0.0% |
| Q3 2019 | $115,000 | +0.9% | 3,800 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $114,000 | +3.6% | 3,800 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $110,000 | +25.0% | 3,800 | +13.4% | 0.00% | +50.0% |
| Q4 2018 | $88,000 | -14.6% | 3,350 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $103,000 | – | 3,350 | – | 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% |