WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 29 filers reported holding WISDOMTREE TR in Q4 2020. 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. | 1,340,790 | $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% |