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 | $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. | 1,095,640 | $44,885,000 | 11.07% |
| GREAT VALLEY ADVISOR GROUP, INC. | 633,483 | $25,953,000 | 1.51% |
| Insight Advisors, LLC/ PA | 63,621 | $2,606,000 | 0.78% |
| Financial Enhancement Group LLC | 56,243 | $2,304,000 | 0.43% |
| CABOT WEALTH MANAGEMENT INC | 65,626 | $2,689,000 | 0.36% |
| Truadvice, LLC | 13,021 | $507,000 | 0.28% |
| My Legacy Advisors, LLC | 9,274 | $380,000 | 0.18% |
| ALTERNA WEALTH MANAGEMENT, INC | 4,962 | $203,000 | 0.17% |
| Patriot Financial Group Insurance Agency, LLC | 21,153 | $867,000 | 0.15% |
| HighTower Advisors, LLC | 1,140,878 | $46,734,000 | 0.10% |