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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,115,342 | $46,818,000 | 10.79% |
| Insight Advisors, LLC/ PA | 55,734 | $2,339,000 | 0.69% |
| Truadvice, LLC | 13,729 | $561,000 | 0.53% |
| Financial Enhancement Group LLC | 50,743 | $2,130,000 | 0.37% |
| CABOT WEALTH MANAGEMENT INC | 62,837 | $2,637,000 | 0.33% |
| Patriot Financial Group Insurance Agency, LLC | 20,588 | $864,000 | 0.14% |
| HighTower Advisors, LLC | 986,042 | $41,390,000 | 0.09% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 11,924 | $500,000 | 0.08% |
| RMR Wealth Builders | 5,791 | $243,000 | 0.07% |
| RFG Advisory, LLC | 19,328 | $811,000 | 0.06% |