WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 29 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18 | -73.9% | 465 | -73.7% | 0.00% | -70.0% |
| Q2 2023 | $69 | -41.0% | 1,768 | -43.3% | 0.01% | -47.4% |
| Q1 2023 | $117 | 0.0% | 3,117 | 0.0% | 0.02% | -5.0% |
| Q4 2022 | $117 | -99.9% | 3,117 | 0.0% | 0.02% | -4.8% |
| Q3 2022 | $106,000 | -6.2% | 3,117 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $113,000 | -11.7% | 3,117 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $128,000 | -2.3% | 3,117 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $131,000 | +8.3% | 3,117 | 0.0% | 0.02% | -4.5% |
| Q3 2021 | $121,000 | -1.6% | 3,117 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $123,000 | +4.2% | 3,117 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $118,000 | +7.3% | 3,117 | 0.0% | 0.02% | -8.3% |
| Q4 2020 | $110,000 | +12.2% | 3,117 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $98,000 | +5.4% | 3,117 | 0.0% | 0.02% | -4.0% |
| Q2 2020 | $93,000 | +22.4% | 3,117 | 0.0% | 0.02% | +4.2% |
| Q1 2020 | $76,000 | – | 3,117 | – | 0.02% | – |
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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% |