WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857.
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. | 1,129,847 | $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% |
Tower Research Capital LLC (TRC) | 8,708 | $260,000 | 0.01% |