WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 28 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $116,000 | -37.6% | 3,200 | -46.1% | 0.00% | – |
| Q3 2020 | $186,000 | -14.7% | 5,935 | -18.7% | 0.00% | – |
| Q2 2020 | $218,000 | -10.3% | 7,302 | -26.3% | 0.00% | – |
| Q1 2020 | $243,000 | -35.7% | 9,904 | -16.3% | 0.00% | – |
| Q4 2019 | $378,000 | +33.6% | 11,837 | +27.0% | 0.00% | – |
| Q3 2019 | $283,000 | -39.8% | 9,323 | -40.3% | 0.00% | – |
| Q2 2019 | $470,000 | -98.0% | 15,617 | -98.1% | 0.00% | -100.0% |
| Q1 2019 | $23,785,000 | +810.6% | 820,613 | +720.6% | 0.00% | – |
| Q4 2018 | $2,612,000 | – | 100,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,129,847 | $33,713,000 | 14.93% |
| Stearns Financial Services Group | 851,212 | $25,399,000 | 3.99% |
| Financial Enhancement Group LLC | 91,498 | $2,730,000 | 0.69% |
| Patriot Financial Group Insurance Agency, LLC | 37,635 | $1,123,000 | 0.43% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 26,052 | $830,000 | 0.18% |
| CABOT WEALTH MANAGEMENT INC | 27,883 | $831,000 | 0.17% |
| RFG Advisory, LLC | 14,890 | $444,000 | 0.07% |
| Insight Wealth Strategies, LLC | 7,058 | $211,000 | 0.05% |
| Capital Advisors, Ltd. LLC | 3,117 | $93,000 | 0.02% |
| Tower Research Capital LLC (TRC) | 8,708 | $260,000 | 0.01% |