WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 50 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $432,230 | +56.4% | 9,512 | +44.8% | 0.00% | – |
| Q4 2023 | $276,330 | -67.0% | 6,571 | -70.5% | 0.00% | – |
| 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% | – |
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% |