WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 47 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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. | 1,129,847 | $33,713,000 | 14.93% |
| Stearns Financial Services Group | 851,212 | $25,399,000 | 3.99% |
| Financial Enhancement Group LLC | 91,498 | $2,730,000 | 0.69% |
| Patriot Financial Group Insurance Agency, LLC | 37,635 | $1,123,000 | 0.43% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 26,052 | $830,000 | 0.18% |
| CABOT WEALTH MANAGEMENT INC | 27,883 | $831,000 | 0.17% |
| RFG Advisory, LLC | 14,890 | $444,000 | 0.07% |
| Insight Wealth Strategies, LLC | 7,058 | $211,000 | 0.05% |
| Capital Advisors, Ltd. LLC | 3,117 | $93,000 | 0.02% |
| Tower Research Capital LLC (TRC) | 8,708 | $260,000 | 0.01% |