WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 28 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,812,000 | -1.4% | 53,044 | +4.6% | 0.01% | -6.7% |
| Q2 2022 | $1,837,000 | -23.0% | 50,695 | -12.9% | 0.02% | -6.2% |
| Q1 2022 | $2,386,000 | +131.2% | 58,228 | +121.8% | 0.02% | +77.8% |
| Q2 2021 | $1,032,000 | +78.2% | 26,248 | +35.2% | 0.01% | 0.0% |
| Q2 2020 | $579,000 | +22.4% | 19,418 | +0.7% | 0.01% | -18.2% |
| Q1 2020 | $473,000 | -22.2% | 19,281 | +1.3% | 0.01% | -15.4% |
| Q4 2019 | $608,000 | +28.8% | 19,027 | +22.4% | 0.01% | -7.1% |
| Q3 2019 | $472,000 | +27.6% | 15,546 | +26.3% | 0.01% | +27.3% |
| Q2 2019 | $370,000 | – | 12,309 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,127,969 | $43,735,747 | 10.51% |
| KLR INVESTMENT ADVISORS, LLC | 48,081 | $1,864,271 | 1.54% |
| GREAT VALLEY ADVISOR GROUP, INC. | 795,538 | $30,846,121 | 1.29% |
| Insight Advisors, LLC/ PA | 71,890 | $2,787,456 | 0.62% |
| CABOT WEALTH MANAGEMENT INC | 83,395 | $3,234 | 0.48% |
| My Legacy Advisors, LLC | 30,824 | $1,209,842 | 0.48% |
| Financial Enhancement Group LLC | 59,538 | $2,346,254 | 0.43% |
| Patriot Financial Group Insurance Agency, LLC | 22,003 | $853,161 | 0.16% |
| V Wealth Advisors LLC | 24,907 | $965,740 | 0.16% |
| Truadvice, LLC | 10,959 | $429,814 | 0.16% |