WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 31 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
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. | 1,129,847 | $33,713,000 | 14.93% |
| Stearns Financial Services Group | 851,212 | $25,399,000 | 3.99% |
| Financial Enhancement Group LLC | 91,498 | $2,730,000 | 0.69% |
| Patriot Financial Group Insurance Agency, LLC | 37,635 | $1,123,000 | 0.43% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 26,052 | $830,000 | 0.18% |
| CABOT WEALTH MANAGEMENT INC | 27,883 | $831,000 | 0.17% |
| RFG Advisory, LLC | 14,890 | $444,000 | 0.07% |
| Insight Wealth Strategies, LLC | 7,058 | $211,000 | 0.05% |
| Capital Advisors, Ltd. LLC | 3,117 | $93,000 | 0.02% |
| Tower Research Capital LLC (TRC) | 8,708 | $260,000 | 0.01% |