NewSquare Capital LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$2,000600.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Astor Investment Management LLC 447,463$11,585,0002.08%
GFS Private Wealth, LLC 145,454$3,766,0001.29%
AJ WEALTH STRATEGIES, LLC 80,548$2,085,0000.52%
Global Financial Private Capital, Inc 421,472$10,912,0000.37%
CEDAR HILL ASSOCIATES, LLC 54,498$1,410,0000.24%
Altavista Wealth Management, Inc. 19,400$502,0000.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 15,121$391,0000.17%
Simplicity Solutions, LLC 53,281$1,379,0000.13%
AE Wealth Management LLC 57,553$1,490,0000.13%
Virtu Financial LLC 71,720$1,857,0000.10%
View complete list of WISDOMTREE TR shareholders