WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 33 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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. | 1,096,915 | $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% |