WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 44 filers reported holding WISDOMTREE TR in Q1 2022. 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Wealth Strategies, L.L.C. | 1,340,790 | $47,115,000 | 14.26% |
Financial Enhancement Group LLC | 71,601 | $2,516,000 | 0.54% |
Truadvice, LLC | 36,670 | $1,323,000 | 0.40% |
Patriot Financial Group Insurance Agency, LLC | 35,710 | $1,255,000 | 0.32% |
CABOT WEALTH MANAGEMENT INC | 47,431 | $1,667,000 | 0.26% |
SIGNET FINANCIAL MANAGEMENT, LLC | 22,707 | $798,000 | 0.16% |
IFP Advisors, Inc | 73,909 | $2,600,000 | 0.10% |
RFG Advisory, LLC | 16,276 | $588,000 | 0.08% |
Accel Wealth Management | 1,028 | $36,000 | 0.03% |
Capital Advisors, Ltd. LLC | 3,117 | $110,000 | 0.02% |