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 | $153,304 | +19.8% | 3,986 | +20.8% | 0.02% | +20.0% |
Q2 2023 | $127,974 | +111.4% | 3,301 | +104.8% | 0.02% | +87.5% |
Q1 2023 | $60,531 | +0.7% | 1,612 | +0.9% | 0.01% | -11.1% |
Q4 2022 | $60,085 | -1.5% | 1,598 | -10.0% | 0.01% | -10.0% |
Q3 2022 | $61,000 | -10.3% | 1,775 | -4.8% | 0.01% | -9.1% |
Q2 2022 | $68,000 | -6.8% | 1,865 | +5.0% | 0.01% | 0.0% |
Q1 2022 | $73,000 | +10.6% | 1,776 | +12.8% | 0.01% | +10.0% |
Q4 2021 | $66,000 | +1.5% | 1,574 | -5.6% | 0.01% | -9.1% |
Q3 2021 | $65,000 | +66.7% | 1,667 | +66.2% | 0.01% | +57.1% |
Q2 2021 | $39,000 | – | 1,003 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Wealth Strategies, L.L.C. | 1,151,817 | $44,298,899 | 11.05% |
Team Financial Group, LLC | 305,890 | $11,764,513 | 9.72% |
KLR INVESTMENT ADVISORS, LLC | 46,870 | $1,759,965 | 1.60% |
GREAT VALLEY ADVISOR GROUP, INC. | 792,537 | $30,480,990 | 1.26% |
Insight Advisors, LLC/ PA | 72,747 | $2,797,850 | 0.64% |
My Legacy Advisors, LLC | 33,276 | $1,272,122 | 0.52% |
CABOT WEALTH MANAGEMENT INC | 83,475 | $3,210 | 0.49% |
Financial Enhancement Group LLC | 58,924 | $2,294,696 | 0.44% |
Truadvice, LLC | 24,667 | $962,981 | 0.38% |
Patriot Financial Group Insurance Agency, LLC | 22,748 | $874,878 | 0.18% |