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% | – |
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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% |