WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 47 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,797,850 | +0.4% | 72,747 | +1.2% | 0.64% | +2.6% |
| Q2 2023 | $2,787,456 | +40.7% | 71,890 | +36.3% | 0.62% | +34.0% |
| Q1 2023 | $1,980,537 | +11.2% | 52,744 | +10.9% | 0.46% | -25.4% |
| Q4 2022 | $1,780,848 | -26.0% | 47,540 | -32.5% | 0.62% | -34.1% |
| Q3 2022 | $2,406,000 | -8.0% | 70,409 | +2.5% | 0.94% | +6.5% |
| Q2 2022 | $2,616,000 | +0.4% | 68,714 | +8.0% | 0.89% | +13.6% |
| Q1 2022 | $2,606,000 | +11.4% | 63,621 | +14.2% | 0.78% | +13.2% |
| Q4 2021 | $2,339,000 | +62.0% | 55,734 | +58.8% | 0.69% | +60.1% |
| Q3 2021 | $1,444,000 | +100.8% | 35,087 | +95.0% | 0.43% | +90.7% |
| Q2 2021 | $719,000 | +100.3% | 17,992 | +94.4% | 0.23% | +98.2% |
| Q1 2021 | $359,000 | – | 9,255 | – | 0.11% | – |
Download | ||||||
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% |