Insight Wealth Strategies, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 32 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Insight Wealth Strategies, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$221,000
+4.7%
7,074
+0.2%
0.04%
-12.8%
Q2 2020$211,0007,0580.05%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,129,847$33,713,00014.93%
Stearns Financial Services Group 851,212$25,399,0003.99%
Financial Enhancement Group LLC 91,498$2,730,0000.69%
Patriot Financial Group Insurance Agency, LLC 37,635$1,123,0000.43%
SIGNET FINANCIAL MANAGEMENT, LLC 26,052$830,0000.18%
CABOT WEALTH MANAGEMENT INC 27,883$831,0000.17%
RFG Advisory, LLC 14,890$444,0000.07%
Insight Wealth Strategies, LLC 7,058$211,0000.05%
Capital Advisors, Ltd. LLC 3,117$93,0000.02%
Glen Eagle Advisors, LLC 928$27,6900.01%
View complete list of WISDOMTREE TR shareholders