WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 47 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,059,474 | -0.8% | 27,547 | -0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,068,199 | -3.0% | 27,549 | -6.0% | 0.00% | 0.0% |
| Q1 2023 | $1,100,922 | -0.1% | 29,319 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $1,101,644 | -70.7% | 29,299 | -73.3% | 0.00% | -75.0% |
| Q3 2022 | $3,754,000 | -6.5% | 109,875 | -0.9% | 0.01% | -11.1% |
| Q2 2022 | $4,017,000 | -12.4% | 110,832 | -1.0% | 0.01% | 0.0% |
| Q1 2022 | $4,588,000 | -5.4% | 111,996 | -3.1% | 0.01% | 0.0% |
| Q4 2021 | $4,850,000 | +18.9% | 115,561 | +10.2% | 0.01% | +12.5% |
| Q3 2021 | $4,080,000 | -1.4% | 104,822 | -0.4% | 0.01% | 0.0% |
| Q2 2021 | $4,140,000 | +4.9% | 105,277 | +1.0% | 0.01% | -11.1% |
| Q1 2021 | $3,946,000 | +4.4% | 104,231 | -3.1% | 0.01% | 0.0% |
| Q4 2020 | $3,780,000 | +19.7% | 107,563 | +6.6% | 0.01% | 0.0% |
| Q3 2020 | $3,159,000 | +96.5% | 100,925 | +87.3% | 0.01% | +80.0% |
| Q2 2020 | $1,608,000 | +353.0% | 53,888 | +271.9% | 0.01% | +150.0% |
| Q1 2020 | $355,000 | -51.2% | 14,491 | -36.4% | 0.00% | 0.0% |
| Q4 2019 | $727,000 | -12.1% | 22,775 | -16.5% | 0.00% | -33.3% |
| Q3 2019 | $827,000 | -3.8% | 27,269 | -4.6% | 0.00% | 0.0% |
| Q2 2019 | $860,000 | +6.7% | 28,592 | +2.8% | 0.00% | 0.0% |
| Q1 2019 | $806,000 | +52.7% | 27,807 | +37.7% | 0.00% | 0.0% |
| Q4 2018 | $528,000 | – | 20,201 | – | 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% |