WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,095,640 | $44,885,000 | 11.07% |
| GREAT VALLEY ADVISOR GROUP, INC. | 633,483 | $25,953,000 | 1.51% |
| Insight Advisors, LLC/ PA | 63,621 | $2,606,000 | 0.78% |
| Financial Enhancement Group LLC | 56,243 | $2,304,000 | 0.43% |
| CABOT WEALTH MANAGEMENT INC | 65,626 | $2,689,000 | 0.36% |
| Truadvice, LLC | 13,021 | $507,000 | 0.28% |
| My Legacy Advisors, LLC | 9,274 | $380,000 | 0.18% |
| ALTERNA WEALTH MANAGEMENT, INC | 4,962 | $203,000 | 0.17% |
| Patriot Financial Group Insurance Agency, LLC | 21,153 | $867,000 | 0.15% |
| HighTower Advisors, LLC | 1,140,878 | $46,734,000 | 0.10% |