WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 37 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $68,659 | -2.1% | 1,511 | +0.3% | 0.01% | -12.5% |
| Q1 2024 | $70,119 | -59.6% | 1,506 | -63.5% | 0.01% | -63.6% |
| Q4 2023 | $173,702 | +9.8% | 4,131 | +0.4% | 0.02% | 0.0% |
| Q3 2023 | $158,204 | -31.0% | 4,113 | -30.5% | 0.02% | -33.3% |
| Q2 2023 | $229,290 | +5.1% | 5,914 | +0.3% | 0.03% | -5.7% |
| Q1 2023 | $218,243 | -1.4% | 5,898 | +0.2% | 0.04% | -18.6% |
| Q4 2022 | $221,345 | +10.7% | 5,887 | +0.4% | 0.04% | +2.4% |
| Q3 2022 | $200,000 | -5.7% | 5,866 | +0.3% | 0.04% | -6.7% |
| Q2 2022 | $212,000 | -12.4% | 5,846 | +0.3% | 0.04% | +2.3% |
| Q1 2022 | $242,000 | -18.5% | 5,828 | -37.3% | 0.04% | +41.9% |
| Q4 2019 | $297,000 | +4.6% | 9,288 | -0.8% | 0.03% | -3.1% |
| Q3 2019 | $284,000 | – | 9,359 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,129,847 | $33,713,000 | 14.93% |
| Stearns Financial Services Group | 851,212 | $25,399,000 | 3.99% |
| Financial Enhancement Group LLC | 91,498 | $2,730,000 | 0.69% |
| Patriot Financial Group Insurance Agency, LLC | 37,635 | $1,123,000 | 0.43% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 26,052 | $830,000 | 0.18% |
| CABOT WEALTH MANAGEMENT INC | 27,883 | $831,000 | 0.17% |
| RFG Advisory, LLC | 14,890 | $444,000 | 0.07% |
| Insight Wealth Strategies, LLC | 7,058 | $211,000 | 0.05% |
| Capital Advisors, Ltd. LLC | 3,117 | $93,000 | 0.02% |
| Glen Eagle Advisors, LLC | 928 | $27,690 | 0.01% |