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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,816,000 | -3.6% | 108,062 | -4.0% | 0.01% | -8.3% |
| Q3 2021 | $2,922,000 | +2.3% | 112,562 | +0.2% | 0.01% | -7.7% |
| Q2 2021 | $2,855,000 | -1.7% | 112,312 | -0.4% | 0.01% | -7.1% |
| Q1 2021 | $2,903,000 | +92.5% | 112,776 | +87.3% | 0.01% | +100.0% |
| Q4 2020 | $1,508,000 | -5.6% | 60,219 | +0.4% | 0.01% | -22.2% |
| Q3 2020 | $1,597,000 | +53.1% | 59,952 | +58.6% | 0.01% | +28.6% |
| Q2 2020 | $1,043,000 | +374.1% | 37,796 | +383.6% | 0.01% | +250.0% |
| Q3 2019 | $220,000 | -0.9% | 7,815 | -3.9% | 0.00% | 0.0% |
| Q2 2019 | $222,000 | -22.4% | 8,129 | -22.4% | 0.00% | 0.0% |
| Q1 2019 | $286,000 | -65.8% | 10,470 | -66.1% | 0.00% | -75.0% |
| Q4 2018 | $836,000 | +17.4% | 30,916 | +16.3% | 0.01% | +33.3% |
| Q3 2018 | $712,000 | – | 26,592 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Advisory Group, Inc. | 1,760,772 | $47,752,000 | 3.12% |
| AJ WEALTH STRATEGIES, LLC | 217,483 | $5,898,000 | 2.57% |
| Astor Investment Management LLC | 434,512 | $11,784,000 | 2.21% |
| NOTTINGHAM ADVISORS, INC. | 443,082 | $12,016,000 | 1.88% |
| Community Bank, N.A. | 93,505 | $2,535,000 | 0.53% |
| Global Financial Private Capital, Inc | 370,584 | $10,050,000 | 0.50% |
| AE Wealth Management LLC | 53,662 | $1,455,000 | 0.27% |
| Simplicity Solutions, LLC | 49,763 | $1,350,000 | 0.21% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 14,728 | $399,000 | 0.19% |
| Clark Capital Management Group, Inc. | 158,126 | $4,288,000 | 0.19% |