WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 47 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,298,899 | +1.3% | 1,151,817 | +2.1% | 11.05% | +5.1% |
| Q2 2023 | $43,735,747 | +6.0% | 1,127,969 | +2.7% | 10.51% | +0.6% |
| Q1 2023 | $41,258,067 | +0.0% | 1,098,736 | +0.2% | 10.45% | -5.1% |
| Q4 2022 | $41,243,901 | +13.0% | 1,096,915 | +2.6% | 11.01% | +3.3% |
| Q3 2022 | $36,509,000 | -4.4% | 1,068,671 | +1.4% | 10.65% | +0.2% |
| Q2 2022 | $38,197,000 | -14.9% | 1,053,658 | -3.8% | 10.64% | -3.9% |
| Q1 2022 | $44,885,000 | -4.1% | 1,095,640 | -1.8% | 11.07% | +2.6% |
| Q4 2021 | $46,818,000 | +12.3% | 1,115,342 | +4.2% | 10.79% | +3.4% |
| Q3 2021 | $41,672,000 | +4.3% | 1,070,422 | +5.3% | 10.44% | +1.3% |
| Q2 2021 | $39,961,000 | +7.7% | 1,016,286 | +3.7% | 10.30% | +0.2% |
| Q1 2021 | $37,117,000 | -21.2% | 980,289 | -26.9% | 10.28% | -27.9% |
| Q4 2020 | $47,115,000 | +20.8% | 1,340,790 | +7.6% | 14.26% | +4.4% |
| Q3 2020 | $38,990,000 | +15.7% | 1,245,953 | +10.3% | 13.66% | -8.5% |
| Q2 2020 | $33,713,000 | +16.2% | 1,129,847 | -4.5% | 14.93% | +3.2% |
| Q1 2020 | $29,006,000 | -23.2% | 1,182,695 | +0.0% | 14.46% | -4.0% |
| Q4 2019 | $37,760,000 | – | 1,182,205 | – | 15.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,095,640 | $44,885,000 | 11.07% |
| GREAT VALLEY ADVISOR GROUP, INC. | 633,483 | $25,953,000 | 1.51% |
| Insight Advisors, LLC/ PA | 63,621 | $2,606,000 | 0.78% |
| Financial Enhancement Group LLC | 56,243 | $2,304,000 | 0.43% |
| CABOT WEALTH MANAGEMENT INC | 65,626 | $2,689,000 | 0.36% |
| Truadvice, LLC | 13,021 | $507,000 | 0.28% |
| My Legacy Advisors, LLC | 9,274 | $380,000 | 0.18% |
| ALTERNA WEALTH MANAGEMENT, INC | 4,962 | $203,000 | 0.17% |
| Patriot Financial Group Insurance Agency, LLC | 21,153 | $867,000 | 0.15% |
| HighTower Advisors, LLC | 1,140,878 | $46,734,000 | 0.10% |