CREATIVE FINANCIAL DESIGNS INC /ADV - WISDOMTREE TR ownership

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
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
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$39,0001,0030.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,151,817$44,298,89911.05%
Team Financial Group, LLC 305,890$11,764,5139.72%
KLR INVESTMENT ADVISORS, LLC 46,870$1,759,9651.60%
GREAT VALLEY ADVISOR GROUP, INC. 792,537$30,480,9901.26%
Insight Advisors, LLC/ PA 72,747$2,797,8500.64%
My Legacy Advisors, LLC 33,276$1,272,1220.52%
CABOT WEALTH MANAGEMENT INC 83,475$3,2100.49%
Financial Enhancement Group LLC 58,924$2,294,6960.44%
Truadvice, LLC 24,667$962,9810.38%
Patriot Financial Group Insurance Agency, LLC 22,748$874,8780.18%
View complete list of WISDOMTREE TR shareholders