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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $837,728 | +221.0% | 22,280 | +191.8% | 0.00% | – |
| Q3 2022 | $261,000 | -70.3% | 7,636 | -63.5% | 0.00% | – |
| Q4 2021 | $878,000 | +128.1% | 20,929 | +105.8% | 0.00% | – |
| Q1 2021 | $385,000 | -63.4% | 10,169 | -71.2% | 0.00% | – |
| Q2 2020 | $1,053,000 | +2.1% | 35,306 | -16.0% | 0.00% | – |
| Q1 2020 | $1,031,000 | +44.0% | 42,055 | +70.2% | 0.00% | – |
| Q1 2019 | $716,000 | -23.3% | 24,711 | -30.8% | 0.00% | -100.0% |
| Q4 2018 | $933,000 | +164.3% | 35,727 | +211.6% | 0.00% | – |
| Q3 2018 | $353,000 | +52.2% | 11,466 | +43.1% | 0.00% | – |
| Q2 2018 | $232,000 | – | 8,012 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,340,790 | $47,115,000 | 14.26% |
| Financial Enhancement Group LLC | 71,601 | $2,516,000 | 0.54% |
| Truadvice, LLC | 36,670 | $1,323,000 | 0.40% |
| Patriot Financial Group Insurance Agency, LLC | 35,710 | $1,255,000 | 0.32% |
| CABOT WEALTH MANAGEMENT INC | 47,431 | $1,667,000 | 0.26% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 22,707 | $798,000 | 0.16% |
| IFP Advisors, Inc | 73,909 | $2,600,000 | 0.10% |
| RFG Advisory, LLC | 16,276 | $588,000 | 0.08% |
| Accel Wealth Management | 1,028 | $36,000 | 0.03% |
| Capital Advisors, Ltd. LLC | 3,117 | $110,000 | 0.02% |