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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,877,055 | +3.7% | 67,960 | -0.4% | 0.20% | +5.3% |
| Q2 2023 | $1,810,255 | +6.4% | 68,260 | +4.6% | 0.19% | -6.5% |
| Q1 2023 | $1,701,459 | -1.1% | 65,265 | -1.2% | 0.20% | -6.5% |
| Q4 2022 | $1,720,733 | -13.0% | 66,055 | -0.5% | 0.22% | -13.0% |
| Q3 2022 | $1,978,000 | +4.1% | 66,420 | -2.4% | 0.25% | +1.6% |
| Q2 2022 | $1,900,000 | +9.6% | 68,080 | +4.0% | 0.24% | +32.1% |
| Q1 2022 | $1,733,000 | +9.3% | 65,460 | +7.5% | 0.18% | +9.5% |
| Q4 2021 | $1,586,000 | +158500.0% | 60,875 | +304275.0% | 0.17% | – |
| Q3 2020 | $1,000 | -99.9% | 20 | -99.9% | 0.00% | -100.0% |
| Q2 2020 | $782,000 | -1.6% | 28,335 | +0.7% | 0.13% | -9.5% |
| Q1 2020 | $795,000 | +28.2% | 28,125 | +20.9% | 0.15% | +42.7% |
| Q4 2019 | $620,000 | -2.8% | 23,265 | +2.7% | 0.10% | -11.2% |
| Q3 2019 | $638,000 | +8.0% | 22,645 | +4.4% | 0.12% | +7.4% |
| Q2 2019 | $591,000 | +7.8% | 21,690 | +8.2% | 0.11% | +2.9% |
| Q1 2019 | $548,000 | +4.4% | 20,055 | +3.3% | 0.10% | -5.4% |
| Q4 2018 | $525,000 | +3.8% | 19,405 | +2.6% | 0.11% | +15.6% |
| Q3 2018 | $506,000 | +18.5% | 18,910 | +20.0% | 0.10% | -5.9% |
| Q1 2017 | $427,000 | -1.4% | 15,755 | +1.8% | 0.10% | -5.6% |
| Q4 2016 | $433,000 | +749.0% | 15,480 | +736.3% | 0.11% | +671.4% |
| Q4 2015 | $51,000 | +121.7% | 1,851 | +132.8% | 0.01% | +100.0% |
| Q3 2015 | $23,000 | +1050.0% | 795 | +1225.0% | 0.01% | +600.0% |
| Q1 2015 | $2,000 | – | 60 | – | 0.00% | – |
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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% |