WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 47 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,095,640 | $44,885,000 | 11.07% |
| GREAT VALLEY ADVISOR GROUP, INC. | 633,483 | $25,953,000 | 1.51% |
| Insight Advisors, LLC/ PA | 63,621 | $2,606,000 | 0.78% |
| Financial Enhancement Group LLC | 56,243 | $2,304,000 | 0.43% |
| CABOT WEALTH MANAGEMENT INC | 65,626 | $2,689,000 | 0.36% |
| Truadvice, LLC | 13,021 | $507,000 | 0.28% |
| My Legacy Advisors, LLC | 9,274 | $380,000 | 0.18% |
| ALTERNA WEALTH MANAGEMENT, INC | 4,962 | $203,000 | 0.17% |
| Patriot Financial Group Insurance Agency, LLC | 21,153 | $867,000 | 0.15% |
| HighTower Advisors, LLC | 1,140,878 | $46,734,000 | 0.10% |