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. 1,129,847$33,713,00014.93%
Stearns Financial Services Group 851,212$25,399,0003.99%
Financial Enhancement Group LLC 91,498$2,730,0000.69%
Patriot Financial Group Insurance Agency, LLC 37,635$1,123,0000.43%
SIGNET FINANCIAL MANAGEMENT, LLC 26,052$830,0000.18%
CABOT WEALTH MANAGEMENT INC 27,883$831,0000.17%
RFG Advisory, LLC 14,890$444,0000.07%
Insight Wealth Strategies, LLC 7,058$211,0000.05%
Capital Advisors, Ltd. LLC 3,117$93,0000.02%
Tower Research Capital LLC (TRC) 8,708$260,0000.01%
View complete list of WISDOMTREE TR shareholders