WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 36 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $352 | -2.2% | 9,158 | -1.3% | 0.00% | 0.0% |
| Q2 2023 | $360 | +0.8% | 9,278 | -2.4% | 0.00% | 0.0% |
| Q1 2023 | $357 | -13.3% | 9,504 | -13.3% | 0.00% | 0.0% |
| Q4 2022 | $412 | -99.8% | 10,960 | +85.8% | 0.00% | +100.0% |
| Q3 2022 | $202,000 | -7.8% | 5,900 | -2.5% | 0.00% | 0.0% |
| Q2 2022 | $219,000 | -79.8% | 6,051 | -77.2% | 0.00% | -80.0% |
| Q1 2022 | $1,085,000 | -4.9% | 26,493 | -2.5% | 0.01% | 0.0% |
| Q4 2021 | $1,141,000 | +49.0% | 27,177 | +38.1% | 0.01% | +25.0% |
| Q3 2021 | $766,000 | +211.4% | 19,684 | +214.2% | 0.00% | +300.0% |
| Q2 2021 | $246,000 | +3.8% | 6,264 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $237,000 | +7.7% | 6,264 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $220,000 | +0.9% | 6,264 | -8.3% | 0.00% | -50.0% |
| Q4 2019 | $218,000 | +5.8% | 6,832 | +0.4% | 0.00% | 0.0% |
| Q3 2019 | $206,000 | – | 6,806 | – | 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% |
| Tower Research Capital LLC (TRC) | 8,708 | $260,000 | 0.01% |