WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 57 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,000 | -92.3% | 98 | -93.2% | 0.00% | – |
| Q2 2023 | $39,000 | -30.4% | 1,444 | -32.5% | 0.00% | – |
| Q1 2023 | $56,000 | -78.2% | 2,140 | -78.3% | 0.00% | – |
| Q4 2022 | $257,000 | -83.9% | 9,861 | -81.6% | 0.00% | -100.0% |
| Q3 2022 | $1,597,000 | +1313.3% | 53,646 | +1227.5% | 0.00% | – |
| Q2 2022 | $113,000 | +175.6% | 4,041 | +159.4% | 0.00% | – |
| Q1 2022 | $41,000 | -34.9% | 1,558 | -36.5% | 0.00% | – |
| Q1 2021 | $63,000 | +800.0% | 2,452 | +734.0% | 0.00% | – |
| Q4 2020 | $7,000 | 0.0% | 294 | +18.1% | 0.00% | – |
| Q3 2020 | $7,000 | +75.0% | 249 | +84.4% | 0.00% | – |
| Q2 2020 | $4,000 | -94.5% | 135 | -95.0% | 0.00% | – |
| Q4 2018 | $73,000 | -43.0% | 2,713 | -43.2% | 0.00% | – |
| Q3 2018 | $128,000 | +6300.0% | 4,780 | +6273.3% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | -50.0% | 75 | -44.0% | 0.00% | – |
| Q3 2017 | $4,000 | -33.3% | 134 | -43.5% | 0.00% | – |
| Q2 2017 | $6,000 | -72.7% | 237 | -70.8% | 0.00% | – |
| Q1 2017 | $22,000 | -12.0% | 811 | -9.1% | 0.00% | – |
| Q4 2016 | $25,000 | -87.4% | 892 | -88.2% | 0.00% | – |
| Q3 2016 | $198,000 | +1700.0% | 7,568 | +1680.7% | 0.00% | – |
| Q2 2016 | $11,000 | -98.8% | 425 | -98.8% | 0.00% | -100.0% |
| Q1 2016 | $902,000 | +255.1% | 34,373 | +270.1% | 0.00% | – |
| Q4 2015 | $254,000 | -12.4% | 9,288 | -8.6% | 0.00% | – |
| Q1 2015 | $290,000 | – | 10,166 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PEAK FINANCIAL ADVISORS LLC | 216,017 | $5,631,563 | 4.76% |
| McElhenny Sheffield Capital Management, LLC | 315,500 | $8,225,094 | 4.33% |
| GenWealth Group, Inc. | 456,242 | $11,894,229 | 3.64% |
| Summit Place Financial Advisors, LLC | 143,977 | $3,753,480 | 2.66% |
| Beaumont Capital Management, LLC | 97,133 | $2,532,257 | 1.76% |
| Worth Asset Management, LLC | 85,743 | $2,235,320 | 1.70% |
| DRAVO BAY LLC | 56,323 | $1,468,341 | 1.10% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 417,307 | $10,879,184 | 0.80% |
| L.M. KOHN & COMPANY | 58,139 | $1,515,684 | 0.63% |
| PFG Advisors | 215,924 | $5,629,139 | 0.47% |