WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 34 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,628,000 | +0.6% | 1,264,550 | +1.5% | 0.09% | -4.2% |
| Q2 2023 | $48,328,000 | +4.0% | 1,246,218 | +0.7% | 0.10% | -5.9% |
| Q1 2023 | $46,460,000 | +0.2% | 1,237,809 | +0.3% | 0.10% | -4.7% |
| Q4 2022 | $46,360,000 | +18.3% | 1,233,499 | +7.5% | 0.11% | +1.0% |
| Q3 2022 | $39,197,000 | -4.6% | 1,147,327 | +1.2% | 0.10% | -0.9% |
| Q2 2022 | $41,090,000 | -12.1% | 1,134,167 | -0.6% | 0.11% | +1.9% |
| Q1 2022 | $46,734,000 | +12.9% | 1,140,878 | +15.7% | 0.10% | +14.3% |
| Q4 2021 | $41,390,000 | +25.5% | 986,042 | +16.4% | 0.09% | +3.4% |
| Q3 2021 | $32,982,000 | +3.5% | 847,173 | +4.5% | 0.09% | -4.3% |
| Q2 2021 | $31,865,000 | +10.0% | 810,466 | +5.9% | 0.09% | +1.1% |
| Q1 2021 | $28,981,000 | – | 765,666 | – | 0.09% | – |
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% |