WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 38 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $874,878 | +2.5% | 22,748 | +3.4% | 0.18% | +12.4% |
| Q2 2023 | $853,161 | +2.1% | 22,003 | -1.1% | 0.16% | -4.7% |
| Q1 2023 | $835,758 | -4.2% | 22,257 | -4.1% | 0.17% | +44.4% |
| Q4 2022 | $872,696 | +23.1% | 23,210 | +11.8% | 0.12% | -32.4% |
| Q3 2022 | $709,000 | -7.3% | 20,756 | -1.7% | 0.17% | +11.6% |
| Q2 2022 | $765,000 | -11.8% | 21,106 | -0.2% | 0.16% | +0.6% |
| Q1 2022 | $867,000 | +0.3% | 21,153 | +2.7% | 0.15% | +6.9% |
| Q4 2021 | $864,000 | +8.5% | 20,588 | +0.7% | 0.14% | +2.1% |
| Q3 2021 | $796,000 | -2.6% | 20,439 | -1.6% | 0.14% | -5.4% |
| Q2 2021 | $817,000 | -4.3% | 20,770 | -7.9% | 0.15% | -24.0% |
| Q1 2021 | $854,000 | -32.0% | 22,563 | -36.8% | 0.20% | -37.8% |
| Q4 2020 | $1,255,000 | +6.4% | 35,710 | -5.3% | 0.32% | -18.0% |
| Q3 2020 | $1,180,000 | +5.1% | 37,699 | +0.2% | 0.38% | -10.7% |
| Q2 2020 | $1,123,000 | +2.3% | 37,635 | -16.0% | 0.43% | -14.3% |
| Q1 2020 | $1,098,000 | -39.3% | 44,778 | -21.0% | 0.50% | -26.1% |
| Q4 2019 | $1,810,000 | +43.5% | 56,671 | +36.4% | 0.68% | +19.8% |
| Q3 2019 | $1,261,000 | +4.8% | 41,547 | +5.0% | 0.57% | +9.2% |
| Q2 2019 | $1,203,000 | +24.1% | 39,571 | +18.3% | 0.52% | +4.4% |
| Q1 2019 | $969,000 | +76.5% | 33,441 | +59.0% | 0.50% | +37.7% |
| Q4 2018 | $549,000 | +1093.5% | 21,031 | +1318.1% | 0.36% | +1237.0% |
| Q3 2018 | $46,000 | – | 1,483 | – | 0.03% | – |
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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% |