WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 35 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $287,151 | -69.6% | 7,637 | -72.4% | 0.04% | -72.2% |
| Q3 2022 | $946,000 | -70.2% | 27,686 | -78.6% | 0.13% | -82.1% |
| Q1 2020 | $3,171,000 | -69.2% | 129,310 | -59.9% | 0.74% | -67.1% |
| Q4 2019 | $10,294,000 | +15.9% | 322,288 | +10.1% | 2.25% | +6.5% |
| Q3 2019 | $8,883,000 | +0.3% | 292,767 | -0.6% | 2.11% | +0.1% |
| Q2 2019 | $8,860,000 | +16.2% | 294,635 | +12.0% | 2.11% | +8.5% |
| Q1 2019 | $7,625,000 | – | 263,088 | – | 1.95% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,151,817 | $44,298,899 | 11.05% |
| Team Financial Group, LLC | 305,890 | $11,764,513 | 9.72% |
| KLR INVESTMENT ADVISORS, LLC | 46,870 | $1,759,965 | 1.60% |
| GREAT VALLEY ADVISOR GROUP, INC. | 792,537 | $30,480,990 | 1.26% |
| Insight Advisors, LLC/ PA | 72,747 | $2,797,850 | 0.64% |
| My Legacy Advisors, LLC | 33,276 | $1,272,122 | 0.52% |
| CABOT WEALTH MANAGEMENT INC | 83,475 | $3,210 | 0.49% |
| Financial Enhancement Group LLC | 58,924 | $2,294,696 | 0.44% |
| Truadvice, LLC | 24,667 | $962,981 | 0.38% |
| Patriot Financial Group Insurance Agency, LLC | 22,748 | $874,878 | 0.18% |