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 | $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. | 1,070,422 | $41,672,000 | 10.44% |
| Truadvice, LLC | 13,393 | $554,000 | 0.51% |
| Insight Advisors, LLC/ PA | 35,087 | $1,444,000 | 0.43% |
| Financial Enhancement Group LLC | 51,901 | $2,020,000 | 0.38% |
| CABOT WEALTH MANAGEMENT INC | 60,445 | $2,353,000 | 0.32% |
| Patriot Financial Group Insurance Agency, LLC | 20,439 | $796,000 | 0.14% |
| HighTower Advisors, LLC | 847,173 | $32,982,000 | 0.09% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 12,339 | $480,000 | 0.08% |
| RMR Wealth Builders | 5,715 | $222,000 | 0.06% |
| RFG Advisory, LLC | 18,543 | $722,000 | 0.06% |