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
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,191,758 | $54,154,075 | 10.86% |
| Team Financial Group, LLC | 360,028 | $16,359,837 | 10.51% |
| Insight Advisors, LLC/ PA | 125,941 | $5,722,824 | 1.03% |
| CABOT WEALTH MANAGEMENT INC | 111,485 | $5,065,945 | 0.66% |
| GREAT VALLEY ADVISOR GROUP, INC. | 462,358 | $21,009,775 | 0.59% |
| Smartleaf Asset Management LLC | 74,620 | $3,390,732 | 0.56% |
| Financial Enhancement Group LLC | 26,791 | $1,250,343 | 0.20% |
| Patriot Financial Group Insurance Agency, LLC | 20,924 | $950,797 | 0.14% |
| Beacon Financial Advisory LLC | 7,757 | $352,497 | 0.13% |
| WCG Wealth Advisors LLC | 33,570 | $1,525 | 0.11% |