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 | ||||
|---|---|---|---|---|---|---|
| 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. | 1,070,422 | $41,672,000 | 10.44% |
| Truadvice, LLC | 13,393 | $554,000 | 0.51% |
| Insight Advisors, LLC/ PA | 35,087 | $1,444,000 | 0.43% |
| Financial Enhancement Group LLC | 51,901 | $2,020,000 | 0.38% |
| CABOT WEALTH MANAGEMENT INC | 60,445 | $2,353,000 | 0.32% |
| Patriot Financial Group Insurance Agency, LLC | 20,439 | $796,000 | 0.14% |
| HighTower Advisors, LLC | 847,173 | $32,982,000 | 0.09% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 12,339 | $480,000 | 0.08% |
| RMR Wealth Builders | 5,715 | $222,000 | 0.06% |
| RFG Advisory, LLC | 18,543 | $722,000 | 0.06% |