WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 54 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,959,393 | +3.8% | 72,329 | +0.4% | 0.17% | +1.2% |
| Q1 2024 | $1,887,946 | +9.2% | 72,059 | +4.7% | 0.17% | +1.2% |
| Q4 2023 | $1,728,372 | -7.9% | 68,832 | +1.3% | 0.16% | -16.7% |
| 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 ↓ |
|---|---|---|---|
| McElhenny Sheffield Capital Management, LLC | 734,630 | $21,877,000 | 16.70% |
| Worth Asset Management, LLC | 625,206 | $18,618,000 | 13.63% |
| Accurate Wealth Management, LLC | 439,207 | $16,987,000 | 7.08% |
| 3EDGE Asset Management, LP | 2,117,088 | $63,047,000 | 4.90% |
| Latitude Advisors, LLC | 180,482 | $5,375,000 | 4.44% |
| HARTLINE INVESTMENT CORP/ | 180,482 | $5,375,000 | 4.44% |
| Summit Place Financial Advisors, LLC | 142,137 | $4,233,000 | 3.93% |
| Cornerstone Wealth Group, LLC | 513,945 | $15,305,000 | 3.38% |
| Beaumont Capital Management, LLC | 95,547 | $2,845,000 | 2.82% |
| Q3 Asset Management | 103,737 | $3,089,000 | 2.25% |