WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 44 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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% |