WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 47 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,964,106 | -13.6% | 77,070 | -12.8% | 0.00% | 0.0% |
| Q2 2023 | $3,428,734 | -56.7% | 88,429 | -58.0% | 0.00% | -50.0% |
| Q1 2023 | $7,909,822 | +1.0% | 210,647 | +1.1% | 0.00% | 0.0% |
| Q4 2022 | $7,834,712 | +976.2% | 208,370 | +877.0% | 0.00% | – |
| Q3 2022 | $728,000 | +7.9% | 21,327 | +14.6% | 0.00% | – |
| Q2 2022 | $675,000 | +88.0% | 18,606 | +112.4% | 0.00% | – |
| Q1 2022 | $359,000 | +5.3% | 8,760 | +7.7% | 0.00% | – |
| Q4 2021 | $341,000 | +22.7% | 8,135 | +13.8% | 0.00% | – |
| Q3 2021 | $278,000 | +9.9% | 7,150 | +11.1% | 0.00% | – |
| Q2 2021 | $253,000 | +38.3% | 6,434 | +33.3% | 0.00% | – |
| Q1 2021 | $183,000 | +88.7% | 4,825 | +75.5% | 0.00% | – |
| Q4 2020 | $97,000 | – | 2,750 | – | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2020 | $2,000 | – | 50 | +4900.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | -100.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | – | 0.00% | – |
| Q1 2019 | $0 | – | 0 | – | 0.00% | – |
Download | ||||||
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% |