WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 29 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $388,000 | +35.2% | 11,345 | +43.4% | 0.01% | 0.0% |
| Q2 2022 | $287,000 | -29.3% | 7,912 | -20.1% | 0.01% | +50.0% |
| Q1 2022 | $406,000 | +48.2% | 9,907 | +52.0% | 0.00% | -20.0% |
| Q4 2021 | $274,000 | -21.0% | 6,519 | -26.9% | 0.01% | -44.4% |
| Q3 2021 | $347,000 | +91.7% | 8,916 | +93.5% | 0.01% | +80.0% |
| Q2 2021 | $181,000 | -40.5% | 4,607 | -42.7% | 0.01% | 0.0% |
| Q1 2021 | $304,000 | +51.2% | 8,042 | +40.6% | 0.01% | -16.7% |
| Q4 2020 | $201,000 | -55.9% | 5,721 | -60.8% | 0.01% | +20.0% |
| Q3 2020 | $456,000 | +75.4% | 14,577 | +67.4% | 0.01% | -54.5% |
| Q2 2020 | $260,000 | -75.3% | 8,708 | -79.7% | 0.01% | -82.8% |
| Q1 2020 | $1,051,000 | – | 42,867 | – | 0.06% | – |
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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% |