WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260,625 | -0.4% | 6,777 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $261,796 | +3.6% | 6,752 | +0.4% | 0.00% | 0.0% |
| Q1 2023 | $252,599 | +0.1% | 6,727 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $252,221 | +10.6% | 6,708 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $228,000 | -5.4% | 6,673 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $241,000 | – | 6,641 | – | 0.00% | – |
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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% |
| Tower Research Capital LLC (TRC) | 8,708 | $260,000 | 0.01% |