WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 34 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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% |