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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $514,117 | -75.5% | 19,386 | -75.9% | 0.00% | – |
| Q1 2023 | $2,094,542 | +114.0% | 80,343 | +113.9% | 0.00% | – |
| Q4 2022 | $978,672 | +176.5% | 37,569 | +216.1% | 0.00% | – |
| Q3 2022 | $354,000 | +6.6% | 11,884 | 0.0% | 0.00% | – |
| Q2 2022 | $332,000 | -65.0% | 11,884 | -66.8% | 0.00% | – |
| Q1 2022 | $949,000 | -53.3% | 35,844 | -54.0% | 0.00% | – |
| Q4 2021 | $2,032,000 | -8.0% | 77,966 | -8.3% | 0.00% | – |
| Q3 2021 | $2,208,000 | +6.3% | 85,058 | +4.0% | 0.00% | – |
| Q2 2021 | $2,078,000 | +133.0% | 81,753 | +135.8% | 0.00% | – |
| Q1 2021 | $892,000 | +33.1% | 34,673 | +29.5% | 0.00% | – |
| Q4 2020 | $670,000 | +33.5% | 26,768 | +42.1% | 0.00% | – |
| Q3 2020 | $502,000 | -63.3% | 18,836 | -61.9% | 0.00% | – |
| Q2 2020 | $1,366,000 | -17.3% | 49,493 | -20.1% | 0.00% | – |
| Q4 2019 | $1,652,000 | +0.2% | 61,944 | +5.9% | 0.00% | -100.0% |
| Q3 2019 | $1,648,000 | -62.3% | 58,488 | -63.6% | 0.00% | 0.0% |
| Q2 2019 | $4,377,000 | +296.5% | 160,554 | +297.1% | 0.00% | – |
| Q1 2019 | $1,104,000 | +111.9% | 40,429 | +109.9% | 0.00% | – |
| Q4 2018 | $521,000 | -79.0% | 19,257 | -79.9% | 0.00% | -100.0% |
| Q3 2017 | $2,476,000 | -20.1% | 95,827 | -18.8% | 0.00% | 0.0% |
| Q2 2017 | $3,098,000 | +1043.2% | 117,999 | +1042.6% | 0.00% | – |
| Q3 2016 | $271,000 | -81.9% | 10,327 | -81.8% | 0.00% | -100.0% |
| Q2 2016 | $1,494,000 | -65.9% | 56,857 | -64.5% | 0.00% | -50.0% |
| Q4 2015 | $4,381,000 | +119.0% | 159,953 | +130.7% | 0.00% | +100.0% |
| Q3 2015 | $2,000,000 | +70.1% | 69,328 | +65.3% | 0.00% | – |
| Q2 2015 | $1,176,000 | – | 41,938 | – | 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% |