WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 54 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $83,000 | +36.1% | 3,040 | +31.8% | 0.00% | – |
| Q1 2024 | $61,000 | -49.2% | 2,307 | -51.3% | 0.00% | – |
| Q4 2023 | $120,000 | +3900.0% | 4,741 | +4737.8% | 0.00% | – |
| 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 ↓ |
|---|---|---|---|
| McElhenny Sheffield Capital Management, LLC | 734,630 | $21,877,000 | 16.70% |
| Worth Asset Management, LLC | 625,206 | $18,618,000 | 13.63% |
| Accurate Wealth Management, LLC | 439,207 | $16,987,000 | 7.08% |
| 3EDGE Asset Management, LP | 2,117,088 | $63,047,000 | 4.90% |
| Latitude Advisors, LLC | 180,482 | $5,375,000 | 4.44% |
| HARTLINE INVESTMENT CORP/ | 180,482 | $5,375,000 | 4.44% |
| Summit Place Financial Advisors, LLC | 142,137 | $4,233,000 | 3.93% |
| Cornerstone Wealth Group, LLC | 513,945 | $15,305,000 | 3.38% |
| Beaumont Capital Management, LLC | 95,547 | $2,845,000 | 2.82% |
| Q3 Asset Management | 103,737 | $3,089,000 | 2.25% |