WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 33 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,594 | +17.6% | 1,029 | +18.5% | 0.00% | 0.0% |
| Q2 2023 | $33,670 | -0.9% | 868 | -4.1% | 0.00% | 0.0% |
| Q1 2023 | $33,992 | +33.7% | 905 | +33.9% | 0.00% | 0.0% |
| Q4 2022 | $25,419 | +5.9% | 676 | +0.6% | 0.00% | 0.0% |
| Q3 2022 | $24,000 | 0.0% | 672 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $24,000 | -31.4% | 672 | -18.2% | 0.00% | 0.0% |
| Q4 2021 | $35,000 | +9.4% | 822 | +0.2% | 0.00% | +100.0% |
| Q3 2021 | $32,000 | +3.2% | 820 | +3.5% | 0.00% | 0.0% |
| Q2 2021 | $31,000 | +3.3% | 792 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $30,000 | – | 791 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,095,640 | $44,885,000 | 11.07% |
| GREAT VALLEY ADVISOR GROUP, INC. | 633,483 | $25,953,000 | 1.51% |
| Insight Advisors, LLC/ PA | 63,621 | $2,606,000 | 0.78% |
| Financial Enhancement Group LLC | 56,243 | $2,304,000 | 0.43% |
| CABOT WEALTH MANAGEMENT INC | 65,626 | $2,689,000 | 0.36% |
| Truadvice, LLC | 13,021 | $507,000 | 0.28% |
| My Legacy Advisors, LLC | 9,274 | $380,000 | 0.18% |
| ALTERNA WEALTH MANAGEMENT, INC | 4,962 | $203,000 | 0.17% |
| Patriot Financial Group Insurance Agency, LLC | 21,153 | $867,000 | 0.15% |
| HighTower Advisors, LLC | 1,140,878 | $46,734,000 | 0.10% |