WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,480,990 | -1.2% | 792,537 | -0.4% | 1.26% | -2.2% |
| Q2 2023 | $30,846,121 | +6.0% | 795,538 | +2.7% | 1.29% | -4.7% |
| Q1 2023 | $29,099,410 | -3.3% | 774,951 | -3.2% | 1.36% | -11.8% |
| Q4 2022 | $30,092,460 | +2.8% | 800,332 | -6.6% | 1.54% | -6.2% |
| Q3 2022 | $29,265,000 | +3.3% | 856,578 | +9.6% | 1.64% | +5.3% |
| Q2 2022 | $28,317,000 | +9.1% | 781,259 | +23.3% | 1.56% | +2.8% |
| Q1 2022 | $25,953,000 | – | 633,483 | – | 1.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barber Financial Group, Inc. | 528,888 | $13,815,000 | 2.97% |
| Financial Enhancement Group LLC | 120,640 | $3,712,000 | 1.17% |
| Patriot Financial Group Insurance Agency, LLC | 21,031 | $549,000 | 0.36% |
| Montecito Bank & Trust | 28,316 | $740,000 | 0.26% |
| Princeton Global Asset Management LLC | 7,694 | $201,000 | 0.18% |
| ACG Wealth | 43,884 | $1,146,000 | 0.18% |
| Tillar-Wenstrup Advisors, LLC | 9,265 | $242,000 | 0.16% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 25,467 | $665,000 | 0.14% |
| Regal Investment Advisors LLC | 19,538 | $510,000 | 0.11% |
| RFG Advisory, LLC | 14,916 | $390,000 | 0.10% |