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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10 | -9.1% | 230 | 0.0% | 0.00% | – |
| Q1 2024 | $11 | +10.0% | 230 | 0.0% | 0.00% | – |
| Q4 2023 | $10 | +11.1% | 230 | 0.0% | 0.00% | – |
| 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. | 1,129,847 | $33,713,000 | 14.93% |
| Stearns Financial Services Group | 851,212 | $25,399,000 | 3.99% |
| Financial Enhancement Group LLC | 91,498 | $2,730,000 | 0.69% |
| Patriot Financial Group Insurance Agency, LLC | 37,635 | $1,123,000 | 0.43% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 26,052 | $830,000 | 0.18% |
| CABOT WEALTH MANAGEMENT INC | 27,883 | $831,000 | 0.17% |
| RFG Advisory, LLC | 14,890 | $444,000 | 0.07% |
| Insight Wealth Strategies, LLC | 7,058 | $211,000 | 0.05% |
| Capital Advisors, Ltd. LLC | 3,117 | $93,000 | 0.02% |
| Glen Eagle Advisors, LLC | 928 | $27,690 | 0.01% |