WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 32 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $630,090 | -80.2% | 16,383 | -80.6% | 0.00% | -100.0% |
| Q4 2022 | $3,179,757 | -27.8% | 84,568 | -34.4% | 0.00% | 0.0% |
| Q3 2022 | $4,402,000 | -3.1% | 128,833 | +2.7% | 0.00% | 0.0% |
| Q2 2022 | $4,545,000 | -49.3% | 125,385 | -42.7% | 0.00% | -50.0% |
| Q1 2022 | $8,969,000 | +6.7% | 218,929 | +9.3% | 0.00% | 0.0% |
| Q4 2021 | $8,405,000 | +0.1% | 200,254 | -7.2% | 0.00% | 0.0% |
| Q3 2021 | $8,399,000 | -1.0% | 215,789 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,485,000 | +3.9% | 215,789 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,170,000 | -3.4% | 215,789 | -10.3% | 0.00% | 0.0% |
| Q4 2020 | $8,455,000 | +10.2% | 240,609 | -1.8% | 0.00% | 0.0% |
| Q3 2020 | $7,670,000 | +6.8% | 245,036 | +1.8% | 0.00% | 0.0% |
| Q2 2020 | $7,179,000 | +82.8% | 240,609 | +50.2% | 0.00% | +100.0% |
| Q1 2020 | $3,928,000 | +393.5% | 160,202 | +542.9% | 0.00% | – |
| Q4 2019 | $796,000 | +5.7% | 24,920 | +0.4% | 0.00% | – |
| Q3 2019 | $753,000 | +0.9% | 24,820 | 0.0% | 0.00% | – |
| Q2 2019 | $746,000 | +3.8% | 24,820 | 0.0% | 0.00% | – |
| Q1 2019 | $719,000 | – | 24,820 | – | 0.00% | – |
Download | ||||||
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% |