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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $64 | -99.9% | 2,219 | -27.4% | 0.00% | 0.0% |
| Q3 2022 | $91,000 | +11.0% | 3,057 | +6.9% | 0.00% | -33.3% |
| Q2 2022 | $82,000 | 0.0% | 2,859 | 0.0% | 0.00% | +200.0% |
| Q1 2022 | $82,000 | +4000.0% | 2,859 | +5983.0% | 0.00% | – |
| Q2 2021 | $2,000 | -99.9% | 47 | -99.9% | 0.00% | -100.0% |
| Q1 2021 | $2,116,000 | -18.6% | 55,884 | -24.4% | 0.04% | -61.0% |
| Q4 2020 | $2,600,000 | +41.0% | 73,909 | +25.3% | 0.10% | -4.5% |
| Q3 2020 | $1,844,000 | +184300.0% | 58,998 | +133986.4% | 0.11% | – |
| Q2 2020 | $1,000 | 0.0% | 44 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 44 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | – | 44 | – | 0.00% | – |
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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% |