WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 38 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $39,917 | -0.0% | 1,063 | +0.1% | 0.02% | -15.8% |
| Q4 2022 | $39,935 | +5.1% | 1,062 | +0.5% | 0.02% | -5.0% |
| Q3 2022 | $38,000 | 0.0% | 1,057 | +0.6% | 0.02% | -9.1% |
| Q2 2022 | $38,000 | -11.6% | 1,051 | +0.4% | 0.02% | 0.0% |
| Q1 2022 | $43,000 | -2.3% | 1,047 | +0.3% | 0.02% | 0.0% |
| Q4 2021 | $44,000 | +7.3% | 1,044 | +0.9% | 0.02% | -18.5% |
| Q2 2021 | $41,000 | +5.1% | 1,035 | +0.4% | 0.03% | -15.6% |
| Q1 2021 | $39,000 | +8.3% | 1,031 | +0.3% | 0.03% | -5.9% |
| Q4 2020 | $36,000 | – | 1,028 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,070,422 | $41,672,000 | 10.44% |
| Truadvice, LLC | 13,393 | $554,000 | 0.51% |
| Insight Advisors, LLC/ PA | 35,087 | $1,444,000 | 0.43% |
| Financial Enhancement Group LLC | 51,901 | $2,020,000 | 0.38% |
| CABOT WEALTH MANAGEMENT INC | 60,445 | $2,353,000 | 0.32% |
| Patriot Financial Group Insurance Agency, LLC | 20,439 | $796,000 | 0.14% |
| HighTower Advisors, LLC | 847,173 | $32,982,000 | 0.09% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 12,339 | $480,000 | 0.08% |
| RMR Wealth Builders | 5,715 | $222,000 | 0.06% |
| RFG Advisory, LLC | 18,543 | $722,000 | 0.06% |