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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $950,888 | +96.3% | 24,725 | +97.9% | 0.00% | 0.0% |
| Q2 2023 | $484,309 | -37.9% | 12,491 | -39.8% | 0.00% | 0.0% |
| Q1 2023 | $779,595 | +9.5% | 20,762 | +9.8% | 0.00% | 0.0% |
| Q4 2022 | $712,000 | +38.3% | 18,917 | +25.4% | 0.00% | 0.0% |
| Q3 2022 | $515,000 | +0.6% | 15,087 | +6.6% | 0.00% | 0.0% |
| Q2 2022 | $512,000 | -6.6% | 14,148 | +5.8% | 0.00% | 0.0% |
| Q1 2022 | $548,000 | -9.3% | 13,369 | -7.0% | 0.00% | 0.0% |
| Q4 2021 | $604,000 | +10.4% | 14,376 | +2.4% | 0.00% | 0.0% |
| Q3 2021 | $547,000 | -16.5% | 14,041 | -15.6% | 0.00% | 0.0% |
| Q2 2021 | $655,000 | +146.2% | 16,642 | +136.1% | 0.00% | 0.0% |
| Q1 2021 | $266,000 | +71.6% | 7,048 | +59.3% | 0.00% | – |
| Q4 2020 | $155,000 | -78.5% | 4,423 | -80.8% | 0.00% | -100.0% |
| Q3 2020 | $721,000 | +9.9% | 23,051 | +4.8% | 0.00% | 0.0% |
| Q2 2020 | $656,000 | +42.3% | 21,991 | +17.0% | 0.00% | 0.0% |
| Q1 2020 | $461,000 | – | 18,801 | – | 0.00% | – |
Download | ||||||
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% |