Covestor Ltd - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 44 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Covestor Ltd ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$12
+33.3%
307
+32.9%
0.01%
+28.6%
Q2 2023$9
-18.2%
231
-21.4%
0.01%
-30.0%
Q1 2023$11
-57.7%
294
-57.8%
0.01%
-9.1%
Q4 2022$26
-99.8%
696
+87.1%
0.01%0.0%
Q3 2022$13,000
-7.1%
372
-2.4%
0.01%0.0%
Q2 2022$14,000
-39.1%
381
-33.2%
0.01%
-26.7%
Q1 2022$23,000
-8.0%
570
-3.9%
0.02%
-57.1%
Q4 2021$25,0005930.04%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,095,640$44,885,00011.07%
GREAT VALLEY ADVISOR GROUP, INC. 633,483$25,953,0001.51%
Insight Advisors, LLC/ PA 63,621$2,606,0000.78%
Financial Enhancement Group LLC 56,243$2,304,0000.43%
CABOT WEALTH MANAGEMENT INC 65,626$2,689,0000.36%
Truadvice, LLC 13,021$507,0000.28%
My Legacy Advisors, LLC 9,274$380,0000.18%
ALTERNA WEALTH MANAGEMENT, INC 4,962$203,0000.17%
Patriot Financial Group Insurance Agency, LLC 21,153$867,0000.15%
HighTower Advisors, LLC 1,140,878$46,734,0000.10%
View complete list of WISDOMTREE TR shareholders