WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 49 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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,340,790 | $47,115,000 | 14.26% |
| Financial Enhancement Group LLC | 71,601 | $2,516,000 | 0.54% |
| Truadvice, LLC | 36,670 | $1,323,000 | 0.40% |
| Patriot Financial Group Insurance Agency, LLC | 35,710 | $1,255,000 | 0.32% |
| CABOT WEALTH MANAGEMENT INC | 47,431 | $1,667,000 | 0.26% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 22,707 | $798,000 | 0.16% |
| IFP Advisors, Inc | 73,909 | $2,600,000 | 0.10% |
| RFG Advisory, LLC | 16,276 | $588,000 | 0.08% |
| Accel Wealth Management | 1,028 | $36,000 | 0.03% |
| Capital Advisors, Ltd. LLC | 3,117 | $110,000 | 0.02% |