ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 45 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$525,437
-52.3%
13,993
-52.2%
0.27%
-56.9%
Q4 2022$1,101,304
+78.5%
29,290
+62.1%
0.64%
+65.4%
Q3 2022$617,00018,0660.38%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,096,915$41,243,90111.01%
GREAT VALLEY ADVISOR GROUP, INC. 800,332$30,092,4601.54%
KLR INVESTMENT ADVISORS, LLC 44,691$1,680,3791.38%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 29,290$1,101,3040.64%
Insight Advisors, LLC/ PA 47,540$1,780,8480.62%
Financial Enhancement Group LLC 64,265$2,513,4200.48%
CABOT WEALTH MANAGEMENT INC 73,683$2,7700.47%
My Legacy Advisors, LLC 26,552$1,044,0250.44%
Truadvice, LLC 11,561$447,1790.24%
Patriot Financial Group Insurance Agency, LLC 23,210$872,6960.12%
View complete list of WISDOMTREE TR shareholders