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 | $624,007 | -91.8% | 22,593 | -92.1% | 0.00% | -100.0% |
| Q2 2023 | $7,610,399 | -27.3% | 286,968 | -28.5% | 0.00% | -40.0% |
| Q1 2023 | $10,466,040 | -5.2% | 401,459 | -5.3% | 0.01% | -16.7% |
| Q4 2022 | $11,045,295 | +69.0% | 424,004 | +93.3% | 0.01% | +50.0% |
| Q3 2022 | $6,534,000 | +16.3% | 219,402 | +9.0% | 0.00% | +33.3% |
| Q2 2022 | $5,620,000 | -19.5% | 201,358 | -23.6% | 0.00% | -25.0% |
| Q1 2022 | $6,979,000 | +144.6% | 263,643 | +140.8% | 0.00% | +300.0% |
| Q4 2021 | $2,853,000 | -9.0% | 109,464 | -9.3% | 0.00% | -50.0% |
| Q3 2021 | $3,135,000 | +262.4% | 120,746 | +255.0% | 0.00% | – |
| Q2 2021 | $865,000 | +205.7% | 34,016 | +228.4% | 0.00% | – |
| Q1 2019 | $283,000 | +10.1% | 10,357 | +9.2% | 0.00% | – |
| Q4 2018 | $257,000 | +60.6% | 9,487 | +58.1% | 0.00% | – |
| Q2 2018 | $160,000 | +1.9% | 6,000 | -3.7% | 0.00% | – |
| Q1 2018 | $157,000 | -94.9% | 6,232 | -94.7% | 0.00% | -100.0% |
| Q4 2017 | $3,057,000 | +14.5% | 118,135 | +14.4% | 0.01% | +16.7% |
| Q3 2017 | $2,669,000 | +6.1% | 103,288 | +7.8% | 0.01% | -14.3% |
| Q2 2017 | $2,515,000 | +17.6% | 95,814 | +21.5% | 0.01% | 0.0% |
| Q1 2017 | $2,138,000 | +1.9% | 78,828 | +5.0% | 0.01% | -12.5% |
| Q4 2016 | $2,099,000 | +18.1% | 75,047 | +10.6% | 0.01% | +14.3% |
| Q3 2016 | $1,778,000 | -36.1% | 67,837 | -35.9% | 0.01% | -36.4% |
| Q2 2016 | $2,781,000 | +147.2% | 105,821 | +146.8% | 0.01% | +120.0% |
| Q1 2016 | $1,125,000 | -8.0% | 42,877 | -4.1% | 0.01% | -16.7% |
| Q4 2015 | $1,223,000 | -80.0% | 44,701 | -78.9% | 0.01% | -80.0% |
| Q3 2015 | $6,116,000 | +99.8% | 211,996 | +94.3% | 0.03% | +100.0% |
| Q2 2015 | $3,061,000 | – | 109,083 | – | 0.02% | – |
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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% |