INTERACTIVE FINANCIAL ADVISORS, INC. - 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
INTERACTIVE FINANCIAL ADVISORS, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$181,512
-6.0%
6,968
+7.6%
0.11%
-2.7%
Q3 2022$193,000
+10.9%
6,476
+2.6%
0.11%
+28.7%
Q2 2022$174,000
+8.8%
6,310
+10.8%
0.09%
+16.0%
Q1 2022$160,000
-1.2%
5,694
-8.4%
0.08%
+21.0%
Q4 2021$162,000
+5.2%
6,215
+4.5%
0.06%
-7.5%
Q3 2021$154,000
+1.3%
5,945
-0.6%
0.07%
+8.1%
Q2 2021$152,000
-13.6%
5,982
-12.6%
0.06%
-16.2%
Q1 2021$176,000
+25.7%
6,843
+22.0%
0.07%
+15.6%
Q4 2020$140,000
-2.1%
5,607
+4.3%
0.06%
-9.9%
Q3 2020$143,000
+0.7%
5,375
+4.3%
0.07%
+1.4%
Q2 2020$142,000
-2.1%
5,154
+0.2%
0.07%
-45.3%
Q1 2020$145,000
+12.4%
5,142
+6.6%
0.13%
+120.7%
Q4 2019$129,000
-3.0%
4,822
+2.2%
0.06%
-4.9%
Q3 2019$133,000
+30.4%
4,716
+26.1%
0.06%
+29.8%
Q2 2019$102,000
+5.2%
3,740
+5.4%
0.05%0.0%
Q1 2019$97,0000.0%3,547
-0.7%
0.05%
-6.0%
Q4 2018$97,000
-5.8%
3,571
-7.3%
0.05%
+2.0%
Q3 2018$103,000
-6.4%
3,854
-6.5%
0.05%
-5.8%
Q2 2018$110,000
-35.3%
4,123
-38.6%
0.05%
-35.8%
Q1 2018$170,000
-56.5%
6,719
-55.6%
0.08%
-52.9%
Q4 2017$391,000
+2.9%
15,121
+2.8%
0.17%
-0.6%
Q3 2017$380,000
+0.3%
14,707
+2.0%
0.17%
-2.8%
Q2 2017$379,000
-5.0%
14,414
-2.1%
0.18%
-8.2%
Q1 2017$399,000
-13.1%
14,728
-10.3%
0.19%
-16.0%
Q4 2016$459,000
-8.6%
16,423
-14.2%
0.23%
-8.0%
Q3 2016$502,000
+3.3%
19,141
+3.6%
0.25%
-2.0%
Q2 2016$486,000
-2.4%
18,475
-2.7%
0.26%
-16.1%
Q1 2016$498,00018,9810.30%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
GenWealth Group, Inc. 473,208$13,070,0053.96%
Summit Place Financial Advisors, LLC 195,967$5,412,6093.85%
Worth Asset Management, LLC 79,721$2,201,8941.78%
DRAVO BAY LLC 58,745$1,622,5371.18%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 444,857$12,286,9400.91%
PFG Advisors 295,812$8,170,3270.73%
Q3 Asset Management 61,023$1,6850.67%
Columbus Macro, LLC 34,211$944,9080.40%
NVWM, LLC 32,154$888,0940.29%
TAP Consulting, LLC 34,216$945,0460.24%
View complete list of WISDOMTREE TR shareholders