WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 33 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $11,490 | -0.1% | 306 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $11,506 | +15.1% | 306 | +2.7% | 0.01% | +16.7% |
| Q3 2022 | $10,000 | -9.1% | 298 | +1.4% | 0.01% | -14.3% |
| Q2 2022 | $11,000 | -8.3% | 294 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $12,000 | 0.0% | 294 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $12,000 | +9.1% | 294 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $11,000 | +83.3% | 294 | +88.5% | 0.01% | +75.0% |
| Q2 2021 | $6,000 | – | 156 | – | 0.00% | – |
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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% |