WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 33 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $212,028 | -11.9% | 5,647 | -11.8% | 0.04% | -27.3% |
| Q4 2022 | $240,594 | +10.4% | 6,399 | +0.1% | 0.06% | +3.8% |
| Q3 2022 | $218,000 | -6.0% | 6,392 | -0.2% | 0.05% | -8.6% |
| Q2 2022 | $232,000 | -18.6% | 6,405 | -7.9% | 0.06% | -4.9% |
| Q1 2022 | $285,000 | +17.3% | 6,957 | +20.1% | 0.06% | -12.9% |
| Q4 2021 | $243,000 | +9.5% | 5,791 | +1.3% | 0.07% | +7.7% |
| Q3 2021 | $222,000 | +18.7% | 5,715 | +15.5% | 0.06% | +32.7% |
| Q1 2021 | $187,000 | – | 4,947 | – | 0.05% | – |
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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% |