WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 44 filers reported holding WISDOMTREE TR in Q1 2022. 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% | – |
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% |