WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 47 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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. | 1,151,817 | $44,298,899 | 11.05% |
| Team Financial Group, LLC | 305,890 | $11,764,513 | 9.72% |
| KLR INVESTMENT ADVISORS, LLC | 46,870 | $1,759,965 | 1.60% |
| GREAT VALLEY ADVISOR GROUP, INC. | 792,537 | $30,480,990 | 1.26% |
| Insight Advisors, LLC/ PA | 72,747 | $2,797,850 | 0.64% |
| My Legacy Advisors, LLC | 33,276 | $1,272,122 | 0.52% |
| CABOT WEALTH MANAGEMENT INC | 83,475 | $3,210 | 0.49% |
| Financial Enhancement Group LLC | 58,924 | $2,294,696 | 0.44% |
| Truadvice, LLC | 24,667 | $962,981 | 0.38% |
| Patriot Financial Group Insurance Agency, LLC | 22,748 | $874,878 | 0.18% |