WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 31 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
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. | 1,095,640 | $44,885,000 | 11.07% |
| GREAT VALLEY ADVISOR GROUP, INC. | 633,483 | $25,953,000 | 1.51% |
| Insight Advisors, LLC/ PA | 63,621 | $2,606,000 | 0.78% |
| Financial Enhancement Group LLC | 56,243 | $2,304,000 | 0.43% |
| CABOT WEALTH MANAGEMENT INC | 65,626 | $2,689,000 | 0.36% |
| Truadvice, LLC | 13,021 | $507,000 | 0.28% |
| My Legacy Advisors, LLC | 9,274 | $380,000 | 0.18% |
| ALTERNA WEALTH MANAGEMENT, INC | 4,962 | $203,000 | 0.17% |
| Patriot Financial Group Insurance Agency, LLC | 21,153 | $867,000 | 0.15% |
| HighTower Advisors, LLC | 1,140,878 | $46,734,000 | 0.10% |