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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $25,000 | – | 593 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,151,817 | $44,298,899 | 11.05% |
| Team Financial Group, LLC | 305,890 | $11,764,513 | 9.72% |
| KLR INVESTMENT ADVISORS, LLC | 46,870 | $1,759,965 | 1.60% |
| GREAT VALLEY ADVISOR GROUP, INC. | 792,537 | $30,480,990 | 1.26% |
| Insight Advisors, LLC/ PA | 72,747 | $2,797,850 | 0.64% |
| My Legacy Advisors, LLC | 33,276 | $1,272,122 | 0.52% |
| CABOT WEALTH MANAGEMENT INC | 83,475 | $3,210 | 0.49% |
| Financial Enhancement Group LLC | 58,924 | $2,294,696 | 0.44% |
| Truadvice, LLC | 24,667 | $962,981 | 0.38% |
| Patriot Financial Group Insurance Agency, LLC | 22,748 | $874,878 | 0.18% |