WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 38 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $587,361 | -0.8% | 15,272 | 0.0% | 0.02% | -53.5% |
| Q2 2023 | $592,155 | +3.3% | 15,272 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $573,464 | -0.1% | 15,272 | 0.0% | 0.04% | -8.5% |
| Q4 2022 | $574,227 | +10.0% | 15,272 | 0.0% | 0.05% | -4.1% |
| Q3 2022 | $522,000 | -5.8% | 15,272 | 0.0% | 0.05% | -3.9% |
| Q2 2022 | $554,000 | -11.5% | 15,272 | 0.0% | 0.05% | +4.1% |
| Q1 2022 | $626,000 | -5.6% | 15,272 | -3.3% | 0.05% | +2.1% |
| Q4 2021 | $663,000 | – | 15,787 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,340,790 | $47,115,000 | 14.26% |
| Financial Enhancement Group LLC | 71,601 | $2,516,000 | 0.54% |
| Truadvice, LLC | 36,670 | $1,323,000 | 0.40% |
| Patriot Financial Group Insurance Agency, LLC | 35,710 | $1,255,000 | 0.32% |
| CABOT WEALTH MANAGEMENT INC | 47,431 | $1,667,000 | 0.26% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 22,707 | $798,000 | 0.16% |
| IFP Advisors, Inc | 73,909 | $2,600,000 | 0.10% |
| RFG Advisory, LLC | 16,276 | $588,000 | 0.08% |
| Accel Wealth Management | 1,028 | $36,000 | 0.03% |
| Capital Advisors, Ltd. LLC | 3,117 | $110,000 | 0.02% |