WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 47 filers reported holding WISDOMTREE TR in Q1 2023. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,070,422 | $41,672,000 | 10.44% |
| Truadvice, LLC | 13,393 | $554,000 | 0.51% |
| Insight Advisors, LLC/ PA | 35,087 | $1,444,000 | 0.43% |
| Financial Enhancement Group LLC | 51,901 | $2,020,000 | 0.38% |
| CABOT WEALTH MANAGEMENT INC | 60,445 | $2,353,000 | 0.32% |
| Patriot Financial Group Insurance Agency, LLC | 20,439 | $796,000 | 0.14% |
| HighTower Advisors, LLC | 847,173 | $32,982,000 | 0.09% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 12,339 | $480,000 | 0.08% |
| RMR Wealth Builders | 5,715 | $222,000 | 0.06% |
| RFG Advisory, LLC | 18,543 | $722,000 | 0.06% |