WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 49 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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. | 1,127,969 | $43,735,747 | 10.51% |
| KLR INVESTMENT ADVISORS, LLC | 48,081 | $1,864,271 | 1.54% |
| GREAT VALLEY ADVISOR GROUP, INC. | 795,538 | $30,846,121 | 1.29% |
| Insight Advisors, LLC/ PA | 71,890 | $2,787,456 | 0.62% |
| CABOT WEALTH MANAGEMENT INC | 83,395 | $3,234 | 0.48% |
| My Legacy Advisors, LLC | 30,824 | $1,209,842 | 0.48% |
| Financial Enhancement Group LLC | 59,538 | $2,346,254 | 0.43% |
| Patriot Financial Group Insurance Agency, LLC | 22,003 | $853,161 | 0.16% |
| V Wealth Advisors LLC | 24,907 | $965,740 | 0.16% |
| Truadvice, LLC | 10,959 | $429,814 | 0.16% |