WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 51 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $58,500,000 | -3.9% | 1,287,123 | -1.6% | 0.09% | -9.1% |
| Q1 2024 | $60,904,000 | +21.8% | 1,308,376 | +10.0% | 0.10% | +17.9% |
| Q4 2023 | $50,022,000 | +2.9% | 1,189,291 | -6.0% | 0.08% | -7.7% |
| 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. | 1,191,758 | $54,154,075 | 10.86% |
| Team Financial Group, LLC | 360,028 | $16,359,837 | 10.51% |
| Insight Advisors, LLC/ PA | 125,941 | $5,722,824 | 1.03% |
| CABOT WEALTH MANAGEMENT INC | 111,485 | $5,065,945 | 0.66% |
| GREAT VALLEY ADVISOR GROUP, INC. | 462,358 | $21,009,775 | 0.59% |
| Smartleaf Asset Management LLC | 74,620 | $3,390,732 | 0.56% |
| Financial Enhancement Group LLC | 26,791 | $1,250,343 | 0.20% |
| Patriot Financial Group Insurance Agency, LLC | 20,924 | $950,797 | 0.14% |
| Beacon Financial Advisory LLC | 7,757 | $352,497 | 0.13% |
| WCG Wealth Advisors LLC | 33,570 | $1,525 | 0.11% |