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 | $240,558 | -3.0% | 6,255 | -2.2% | 0.04% | +2.6% |
| Q2 2023 | $248,003 | +1.1% | 6,396 | -2.1% | 0.04% | -4.9% |
| Q1 2023 | $245,289 | -1.9% | 6,532 | -1.8% | 0.04% | -8.9% |
| Q4 2022 | $250,017 | -20.9% | 6,649 | -28.0% | 0.04% | -27.4% |
| Q3 2022 | $316,000 | -5.4% | 9,236 | +0.1% | 0.06% | -3.1% |
| Q2 2022 | $334,000 | -13.5% | 9,224 | -2.0% | 0.06% | -1.5% |
| Q1 2022 | $386,000 | -22.8% | 9,412 | -21.1% | 0.06% | -14.5% |
| Q4 2021 | $500,000 | +4.2% | 11,924 | -3.4% | 0.08% | -8.4% |
| Q3 2021 | $480,000 | -1.0% | 12,339 | +0.1% | 0.08% | -50.0% |
| Q2 2021 | $485,000 | 0.0% | 12,329 | -3.7% | 0.17% | +82.4% |
| Q1 2021 | $485,000 | -39.2% | 12,807 | -43.6% | 0.09% | -43.5% |
| Q4 2020 | $798,000 | +1.4% | 22,707 | -6.8% | 0.16% | -7.5% |
| Q3 2020 | $787,000 | -5.2% | 24,357 | -6.5% | 0.17% | -5.9% |
| Q2 2020 | $830,000 | +3.8% | 26,052 | -10.8% | 0.18% | -1.6% |
| Q1 2020 | $800,000 | -20.8% | 29,191 | -7.6% | 0.19% | -0.5% |
| Q4 2019 | $1,010,000 | +3.8% | 31,608 | +1.0% | 0.19% | -0.5% |
| Q3 2019 | $973,000 | +13.3% | 31,294 | +12.4% | 0.19% | +11.8% |
| Q2 2019 | $859,000 | -8.8% | 27,835 | -12.5% | 0.17% | -7.6% |
| Q1 2019 | $942,000 | +41.7% | 31,807 | +24.9% | 0.18% | +26.9% |
| Q4 2018 | $665,000 | +539.4% | 25,467 | +653.7% | 0.14% | +705.6% |
| Q3 2018 | $104,000 | +447.4% | 3,379 | +427.1% | 0.02% | +500.0% |
| Q2 2018 | $19,000 | – | 641 | – | 0.00% | – |
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% |