WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 28 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,692 | -78.5% | 148 | -78.3% | 0.00% | – |
| Q2 2023 | $26,444 | -4.7% | 682 | -7.7% | 0.00% | – |
| Q1 2023 | $27,749 | +276.5% | 739 | +277.0% | 0.00% | – |
| Q4 2022 | $7,370 | -81.6% | 196 | -83.4% | 0.00% | – |
| Q3 2022 | $40,000 | +300.0% | 1,182 | +370.9% | 0.00% | – |
| Q1 2022 | $10,000 | -85.7% | 251 | -84.9% | 0.00% | – |
| Q4 2021 | $70,000 | +29.6% | 1,667 | +19.9% | 0.00% | – |
| Q2 2021 | $54,000 | -67.5% | 1,390 | -68.4% | 0.00% | – |
| Q1 2021 | $166,000 | +19.4% | 4,405 | +11.5% | 0.00% | – |
| Q4 2020 | $139,000 | +49.5% | 3,951 | +32.5% | 0.00% | – |
| Q3 2020 | $93,000 | -45.9% | 2,981 | -48.4% | 0.00% | – |
| Q2 2020 | $172,000 | -7.0% | 5,779 | -23.5% | 0.00% | – |
| Q1 2020 | $185,000 | -33.5% | 7,557 | -13.1% | 0.00% | – |
| Q4 2019 | $278,000 | -26.5% | 8,696 | -30.2% | 0.00% | – |
| Q3 2019 | $378,000 | -15.6% | 12,463 | -16.3% | 0.00% | – |
| Q2 2019 | $448,000 | +10.6% | 14,892 | +6.6% | 0.00% | – |
| Q1 2019 | $405,000 | +382.1% | 13,968 | +336.5% | 0.00% | – |
| Q4 2018 | $84,000 | +8300.0% | 3,200 | +7011.1% | 0.00% | – |
| Q1 2018 | $1,000 | – | 45 | – | 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% |