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 | $2,294,696 | -2.2% | 58,924 | -1.0% | 0.44% | +1.6% |
| Q2 2023 | $2,346,254 | +3.9% | 59,538 | -3.1% | 0.43% | -1.1% |
| Q1 2023 | $2,258,455 | -10.1% | 61,464 | -4.4% | 0.44% | -8.9% |
| Q4 2022 | $2,513,420 | +13.6% | 64,265 | -0.7% | 0.48% | -5.7% |
| Q3 2022 | $2,212,000 | +0.3% | 64,739 | +6.4% | 0.51% | +7.4% |
| Q2 2022 | $2,206,000 | -4.3% | 60,854 | +8.2% | 0.48% | +11.5% |
| Q1 2022 | $2,304,000 | +8.2% | 56,243 | +10.8% | 0.43% | +14.2% |
| Q4 2021 | $2,130,000 | +5.4% | 50,743 | -2.2% | 0.37% | -2.1% |
| Q3 2021 | $2,020,000 | +3.4% | 51,901 | +4.5% | 0.38% | -4.7% |
| Q2 2021 | $1,953,000 | -3.9% | 49,659 | -7.5% | 0.40% | -3.4% |
| Q1 2021 | $2,033,000 | -19.2% | 53,691 | -25.0% | 0.42% | -22.4% |
| Q4 2020 | $2,516,000 | -8.3% | 71,601 | -18.4% | 0.54% | -16.0% |
| Q3 2020 | $2,745,000 | +0.5% | 87,713 | -4.1% | 0.64% | -7.3% |
| Q2 2020 | $2,730,000 | -49.8% | 91,498 | -58.7% | 0.69% | -57.5% |
| Q1 2020 | $5,433,000 | -51.7% | 221,567 | -37.0% | 1.62% | -42.9% |
| Q4 2019 | $11,241,000 | +60.2% | 351,951 | +52.2% | 2.83% | +49.5% |
| Q3 2019 | $7,017,000 | +53.3% | 231,263 | +51.9% | 1.89% | +41.4% |
| Q2 2019 | $4,578,000 | +10.2% | 152,249 | +6.2% | 1.34% | +5.8% |
| Q1 2019 | $4,156,000 | +12.0% | 143,404 | +18.9% | 1.26% | +8.4% |
| Q4 2018 | $3,712,000 | 0.0% | 120,640 | 0.0% | 1.17% | -0.1% |
| Q3 2018 | $3,712,000 | +9.6% | 120,640 | +3.0% | 1.17% | +0.2% |
| Q2 2018 | $3,386,000 | +58.4% | 117,153 | +53.6% | 1.17% | +54.6% |
| Q1 2018 | $2,138,000 | +34.6% | 76,288 | +33.5% | 0.75% | +145.6% |
| Q4 2017 | $1,588,000 | – | 57,155 | – | 0.31% | – |
Download | ||||||
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% |