NBC SECURITIES, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 50 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
NBC SECURITIES, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$1,121
+0.7%
24,685
+14.5%
0.10%
-1.9%
Q1 2024$1,113
+115.3%
21,564
+75.1%
0.10%
+100.0%
Q4 2023$517
+49.4%
12,316
+36.7%
0.05%
+36.8%
Q3 2023$3469,0070.04%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,127,969$43,735,74710.51%
KLR INVESTMENT ADVISORS, LLC 48,081$1,864,2711.54%
GREAT VALLEY ADVISOR GROUP, INC. 795,538$30,846,1211.29%
Insight Advisors, LLC/ PA 71,890$2,787,4560.62%
CABOT WEALTH MANAGEMENT INC 83,395$3,2340.48%
My Legacy Advisors, LLC 30,824$1,209,8420.48%
Financial Enhancement Group LLC 59,538$2,346,2540.43%
Patriot Financial Group Insurance Agency, LLC 22,003$853,1610.16%
V Wealth Advisors LLC 24,907$965,7400.16%
Truadvice, LLC 10,959$429,8140.16%
View complete list of WISDOMTREE TR shareholders