WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 49 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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. | 1,096,915 | $41,243,901 | 11.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 800,332 | $30,092,460 | 1.54% |
| KLR INVESTMENT ADVISORS, LLC | 44,691 | $1,680,379 | 1.38% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 29,290 | $1,101,304 | 0.64% |
| Insight Advisors, LLC/ PA | 47,540 | $1,780,848 | 0.62% |
| Financial Enhancement Group LLC | 64,265 | $2,513,420 | 0.48% |
| CABOT WEALTH MANAGEMENT INC | 73,683 | $2,770 | 0.47% |
| My Legacy Advisors, LLC | 26,552 | $1,044,025 | 0.44% |
| Truadvice, LLC | 11,561 | $447,179 | 0.24% |
| Patriot Financial Group Insurance Agency, LLC | 23,210 | $872,696 | 0.12% |