WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 44 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,594,268 | +14.2% | 275,461 | +15.1% | 0.00% | 0.0% |
| Q2 2023 | $9,277,818 | -23.2% | 239,279 | -25.7% | 0.00% | 0.0% |
| Q1 2023 | $12,087,831 | +326.0% | 321,912 | +326.6% | 0.00% | – |
| Q4 2022 | $2,837,258 | +51.4% | 75,459 | +37.6% | 0.00% | – |
| Q3 2022 | $1,874,000 | +0.4% | 54,856 | +6.5% | 0.00% | – |
| Q2 2022 | $1,866,000 | +32.7% | 51,496 | +50.1% | 0.00% | – |
| Q1 2022 | $1,406,000 | +63.1% | 34,312 | +67.2% | 0.00% | – |
| Q4 2021 | $862,000 | +102.8% | 20,527 | +88.2% | 0.00% | – |
| Q3 2021 | $425,000 | +95.0% | 10,906 | +96.8% | 0.00% | – |
| Q2 2021 | $218,000 | +48.3% | 5,542 | +43.0% | 0.00% | – |
| Q1 2021 | $147,000 | +16.7% | 3,875 | +7.7% | 0.00% | – |
| Q4 2020 | $126,000 | +18.9% | 3,598 | +6.3% | 0.00% | – |
| Q3 2020 | $106,000 | -35.0% | 3,385 | -38.2% | 0.00% | – |
| Q2 2020 | $163,000 | – | 5,479 | – | 0.00% | – |
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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% |