PRIVATE TRUST CO NA - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 60 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.44 and the average weighting 0.5%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$10,608
-32.2%
400
-33.3%
0.00%
-50.0%
Q1 2023$15,642
-86.2%
600
-84.2%
0.00%
-88.9%
Q3 2022$113,0003,8080.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
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