OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 48 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.87 and the average weighting 0.3%.

Quarter-by-quarter ownership
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$12,286,940
+6.4%
444,857
+2.1%
0.91%
+9.2%
Q2 2023$11,551,386
+6.2%
435,573
+4.4%
0.83%
+4.4%
Q1 2023$10,879,184
+6.8%
417,307
+6.7%
0.80%
-0.2%
Q4 2022$10,186,556391,0390.80%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
PEAK FINANCIAL ADVISORS LLC 216,017$5,631,5634.76%
McElhenny Sheffield Capital Management, LLC 315,500$8,225,0944.33%
GenWealth Group, Inc. 456,242$11,894,2293.64%
Summit Place Financial Advisors, LLC 143,977$3,753,4802.66%
Beaumont Capital Management, LLC 97,133$2,532,2571.76%
Worth Asset Management, LLC 85,743$2,235,3201.70%
DRAVO BAY LLC 56,323$1,468,3411.10%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 417,307$10,879,1840.80%
L.M. KOHN & COMPANY 58,139$1,515,6840.63%
PFG Advisors 215,924$5,629,1390.47%
View complete list of WISDOMTREE TR shareholders