WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 50 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $962,981 | +124.0% | 24,667 | +125.1% | 0.38% | +139.2% |
| Q2 2023 | $429,814 | -4.4% | 10,959 | -8.7% | 0.16% | -11.2% |
| Q1 2023 | $449,736 | +0.6% | 12,000 | +3.8% | 0.18% | -24.6% |
| Q4 2022 | $447,179 | -3.0% | 11,561 | -4.5% | 0.24% | -8.9% |
| Q3 2022 | $461,000 | -5.1% | 12,105 | -5.1% | 0.26% | +0.8% |
| Q2 2022 | $486,000 | -4.1% | 12,759 | -2.0% | 0.26% | -9.2% |
| Q1 2022 | $507,000 | -9.6% | 13,021 | -5.2% | 0.28% | -46.2% |
| Q4 2021 | $561,000 | +1.3% | 13,729 | +2.5% | 0.53% | +3.5% |
| Q3 2021 | $554,000 | -64.1% | 13,393 | -65.5% | 0.51% | +50.7% |
| Q2 2021 | $1,544,000 | +11.6% | 38,850 | +10.0% | 0.34% | -17.6% |
| Q1 2021 | $1,383,000 | +4.5% | 35,305 | -3.7% | 0.41% | +1.5% |
| Q4 2020 | $1,323,000 | +16.5% | 36,670 | +4.0% | 0.40% | -13.1% |
| Q3 2020 | $1,136,000 | – | 35,258 | – | 0.46% | – |
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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% |
| Glen Eagle Advisors, LLC | 928 | $27,690 | 0.01% |