WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 47 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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. | 1,096,915 | $41,243,901 | 11.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 800,332 | $30,092,460 | 1.54% |
| KLR INVESTMENT ADVISORS, LLC | 44,691 | $1,680,379 | 1.38% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 29,290 | $1,101,304 | 0.64% |
| Insight Advisors, LLC/ PA | 47,540 | $1,780,848 | 0.62% |
| Financial Enhancement Group LLC | 64,265 | $2,513,420 | 0.48% |
| CABOT WEALTH MANAGEMENT INC | 73,683 | $2,770 | 0.47% |
| My Legacy Advisors, LLC | 26,552 | $1,044,025 | 0.44% |
| Truadvice, LLC | 11,561 | $447,179 | 0.24% |
| Patriot Financial Group Insurance Agency, LLC | 23,210 | $872,696 | 0.12% |