WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 38 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $550,136 | -2.1% | 14,304 | -1.3% | 0.02% | 0.0% |
| Q2 2023 | $561,921 | -3.7% | 14,492 | -6.7% | 0.02% | -13.8% |
| Q1 2023 | $583,300 | -6.1% | 15,534 | -1.6% | 0.03% | -6.5% |
| Q4 2022 | $620,872 | -10.3% | 15,790 | -14.1% | 0.03% | -20.5% |
| Q3 2022 | $692,000 | -1.7% | 18,374 | -0.5% | 0.04% | -4.9% |
| Q2 2022 | $704,000 | -10.5% | 18,460 | -3.9% | 0.04% | -18.0% |
| Q1 2022 | $787,000 | -3.0% | 19,216 | -0.6% | 0.05% | -10.7% |
| Q4 2021 | $811,000 | +12.3% | 19,328 | +4.2% | 0.06% | -5.1% |
| Q3 2021 | $722,000 | +3.4% | 18,543 | +4.4% | 0.06% | -4.8% |
| Q2 2021 | $698,000 | +6.2% | 17,756 | +2.3% | 0.06% | -13.9% |
| Q1 2021 | $657,000 | +11.7% | 17,356 | +6.6% | 0.07% | -6.5% |
| Q4 2020 | $588,000 | +20.7% | 16,276 | +4.7% | 0.08% | +13.2% |
| Q3 2020 | $487,000 | +9.7% | 15,547 | +4.4% | 0.07% | -1.4% |
| Q2 2020 | $444,000 | +33.7% | 14,890 | +9.9% | 0.07% | +11.3% |
| Q1 2020 | $332,000 | -65.8% | 13,546 | -55.5% | 0.06% | -62.4% |
| Q4 2019 | $971,000 | +21.8% | 30,416 | +15.8% | 0.16% | +3.8% |
| Q3 2019 | $797,000 | +4.5% | 26,274 | +3.7% | 0.16% | -8.6% |
| Q2 2019 | $763,000 | +21.3% | 25,343 | +17.3% | 0.17% | +8.8% |
| Q1 2019 | $629,000 | +61.3% | 21,604 | +44.8% | 0.16% | +66.7% |
| Q4 2018 | $390,000 | – | 14,916 | – | 0.10% | – |
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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% |