WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 47 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $23,000 | – | 773 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Wealth Strategies, L.L.C. | 1,096,915 | $41,243,901 | 11.01% |
GREAT VALLEY ADVISOR GROUP, INC. | 800,332 | $30,092,460 | 1.54% |
KLR INVESTMENT ADVISORS, LLC | 44,691 | $1,680,379 | 1.38% |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 29,290 | $1,101,304 | 0.64% |
Insight Advisors, LLC/ PA | 47,540 | $1,780,848 | 0.62% |
Financial Enhancement Group LLC | 64,265 | $2,513,420 | 0.48% |
CABOT WEALTH MANAGEMENT INC | 73,683 | $2,770 | 0.47% |
My Legacy Advisors, LLC | 26,552 | $1,044,025 | 0.44% |
Truadvice, LLC | 11,561 | $447,179 | 0.24% |
Patriot Financial Group Insurance Agency, LLC | 23,210 | $872,696 | 0.12% |