WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 34 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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. | 1,129,847 | $33,713,000 | 14.93% |
| Stearns Financial Services Group | 851,212 | $25,399,000 | 3.99% |
| Financial Enhancement Group LLC | 91,498 | $2,730,000 | 0.69% |
| Patriot Financial Group Insurance Agency, LLC | 37,635 | $1,123,000 | 0.43% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 26,052 | $830,000 | 0.18% |
| CABOT WEALTH MANAGEMENT INC | 27,883 | $831,000 | 0.17% |
| RFG Advisory, LLC | 14,890 | $444,000 | 0.07% |
| Insight Wealth Strategies, LLC | 7,058 | $211,000 | 0.05% |
| Capital Advisors, Ltd. LLC | 3,117 | $93,000 | 0.02% |
| Tower Research Capital LLC (TRC) | 8,708 | $260,000 | 0.01% |