WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 33 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,266,000 | +20.5% | 110,921 | +23.7% | 0.04% | +22.6% |
| Q2 2023 | $3,539,350 | +16.2% | 89,664 | +10.5% | 0.03% | +6.9% |
| Q1 2023 | $3,047,197 | +59.0% | 81,150 | +53.2% | 0.03% | -70.1% |
| Q4 2022 | $1,916,809 | +9.4% | 52,954 | +3.3% | 0.10% | +385.0% |
| Q3 2022 | $1,752,000 | +0.7% | 51,278 | +6.8% | 0.02% | +25.0% |
| Q2 2022 | $1,740,000 | -9.9% | 47,995 | +1.8% | 0.02% | +6.7% |
| Q1 2022 | $1,932,000 | +5.0% | 47,164 | +7.5% | 0.02% | +7.1% |
| Q4 2021 | $1,840,000 | -34.7% | 43,856 | -39.5% | 0.01% | -22.2% |
| Q3 2021 | $2,819,000 | +110.8% | 72,452 | +113.1% | 0.02% | +50.0% |
| Q2 2021 | $1,337,000 | +18.4% | 34,004 | +14.0% | 0.01% | +9.1% |
| Q1 2021 | $1,129,000 | +27.1% | 29,825 | +18.1% | 0.01% | +22.2% |
| Q4 2020 | $888,000 | – | 25,263 | – | 0.01% | – |
Download | ||||||
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% |