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 ↓ |
|---|---|---|---|
| Barber Financial Group, Inc. | 528,888 | $13,815,000 | 2.97% |
| Financial Enhancement Group LLC | 120,640 | $3,712,000 | 1.17% |
| Patriot Financial Group Insurance Agency, LLC | 21,031 | $549,000 | 0.36% |
| Montecito Bank & Trust | 28,316 | $740,000 | 0.26% |
| Princeton Global Asset Management LLC | 7,694 | $201,000 | 0.18% |
| ACG Wealth | 43,884 | $1,146,000 | 0.18% |
| Tillar-Wenstrup Advisors, LLC | 9,265 | $242,000 | 0.16% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 25,467 | $665,000 | 0.14% |
| Regal Investment Advisors LLC | 19,538 | $510,000 | 0.11% |
| RFG Advisory, LLC | 14,916 | $390,000 | 0.10% |