DOWLING & YAHNKE 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
DOWLING & YAHNKE LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2018$404,000
+33.8%
15,100
+33.0%
0.04%
+25.0%
Q2 2018$302,00011,3500.03%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 1,760,772$47,752,0003.12%
AJ WEALTH STRATEGIES, LLC 217,483$5,898,0002.57%
Astor Investment Management LLC 434,512$11,784,0002.21%
NOTTINGHAM ADVISORS, INC. 443,082$12,016,0001.88%
Community Bank, N.A. 93,505$2,535,0000.53%
Global Financial Private Capital, Inc 370,584$10,050,0000.50%
AE Wealth Management LLC 53,662$1,455,0000.27%
Simplicity Solutions, LLC 49,763$1,350,0000.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 14,728$399,0000.19%
Clark Capital Management Group, Inc. 158,126$4,288,0000.19%
View complete list of WISDOMTREE TR shareholders