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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,565,770 | -15.6% | 129,101 | -20.3% | 0.00% | -33.3% |
| Q1 2023 | $4,225,567 | -45.1% | 162,085 | -45.1% | 0.00% | -57.1% |
| Q4 2022 | $7,696,083 | -32.7% | 295,435 | -23.1% | 0.01% | -36.4% |
| Q3 2022 | $11,440,000 | +334.0% | 384,156 | +306.7% | 0.01% | +266.7% |
| Q2 2022 | $2,636,000 | +1041.1% | 94,451 | +953.7% | 0.00% | – |
| Q1 2021 | $231,000 | -2.5% | 8,964 | +0.9% | 0.00% | – |
| Q3 2020 | $237,000 | -8.5% | 8,880 | -5.4% | 0.00% | – |
| Q2 2020 | $259,000 | -31.5% | 9,383 | -34.8% | 0.00% | -100.0% |
| Q2 2017 | $378,000 | -11.5% | 14,402 | -8.4% | 0.00% | -66.7% |
| Q1 2017 | $427,000 | -16.6% | 15,727 | -13.0% | 0.00% | -25.0% |
| Q4 2016 | $512,000 | +11.3% | 18,079 | +3.8% | 0.00% | 0.0% |
| Q3 2016 | $460,000 | -64.7% | 17,416 | -64.9% | 0.00% | -63.6% |
| Q2 2016 | $1,304,000 | -42.8% | 49,580 | -42.8% | 0.01% | +83.3% |
| Q1 2016 | $2,278,000 | +117.0% | 86,616 | +127.0% | 0.01% | +100.0% |
| Q4 2015 | $1,050,000 | +233.3% | 38,164 | +247.8% | 0.00% | +50.0% |
| Q3 2015 | $315,000 | -62.9% | 10,974 | -63.2% | 0.00% | -50.0% |
| Q1 2015 | $850,000 | – | 29,790 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PEAK FINANCIAL ADVISORS LLC | 216,017 | $5,631,563 | 4.76% |
| McElhenny Sheffield Capital Management, LLC | 315,500 | $8,225,094 | 4.33% |
| GenWealth Group, Inc. | 456,242 | $11,894,229 | 3.64% |
| Summit Place Financial Advisors, LLC | 143,977 | $3,753,480 | 2.66% |
| Beaumont Capital Management, LLC | 97,133 | $2,532,257 | 1.76% |
| Worth Asset Management, LLC | 85,743 | $2,235,320 | 1.70% |
| DRAVO BAY LLC | 56,323 | $1,468,341 | 1.10% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 417,307 | $10,879,184 | 0.80% |
| L.M. KOHN & COMPANY | 58,139 | $1,515,684 | 0.63% |
| PFG Advisors | 215,924 | $5,629,139 | 0.47% |