Allworth Financial LP - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 47 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,897,015
-13.6%
49,324
-12.9%
0.02%
-15.8%
Q2 2023$2,194,468
-5.5%
56,597
-8.5%
0.02%
-17.4%
Q1 2023$2,323,118
-15.6%
61,867
-15.4%
0.02%
-23.3%
Q4 2022$2,751,159
+45752.6%
73,169
+39883.1%
0.03%
Q3 2022$6,0001830.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,096,915$41,243,90111.01%
GREAT VALLEY ADVISOR GROUP, INC. 800,332$30,092,4601.54%
KLR INVESTMENT ADVISORS, LLC 44,691$1,680,3791.38%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 29,290$1,101,3040.64%
Insight Advisors, LLC/ PA 47,540$1,780,8480.62%
Financial Enhancement Group LLC 64,265$2,513,4200.48%
CABOT WEALTH MANAGEMENT INC 73,683$2,7700.47%
My Legacy Advisors, LLC 26,552$1,044,0250.44%
Truadvice, LLC 11,561$447,1790.24%
Patriot Financial Group Insurance Agency, LLC 23,210$872,6960.12%
View complete list of WISDOMTREE TR shareholders