WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 57 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,944 | -0.8% | 228 | -0.9% | 0.00% | – |
| Q4 2022 | $5,992 | -95.4% | 230 | -95.4% | 0.00% | -100.0% |
| Q4 2017 | $130,000 | -7.1% | 5,039 | -7.3% | 0.01% | -31.2% |
| Q3 2017 | $140,000 | +7.7% | 5,436 | +9.5% | 0.02% | -5.9% |
| Q2 2017 | $130,000 | -6.5% | 4,966 | -2.9% | 0.02% | -15.0% |
| Q1 2017 | $139,000 | -6.7% | 5,115 | -10.1% | 0.02% | -28.6% |
| Q3 2016 | $149,000 | -5.1% | 5,690 | -4.5% | 0.03% | -22.2% |
| Q2 2016 | $157,000 | – | 5,956 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GenWealth Group, Inc. | 473,208 | $13,070,005 | 3.96% |
| Summit Place Financial Advisors, LLC | 195,967 | $5,412,609 | 3.85% |
| Worth Asset Management, LLC | 79,721 | $2,201,894 | 1.78% |
| DRAVO BAY LLC | 58,745 | $1,622,537 | 1.18% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 444,857 | $12,286,940 | 0.91% |
| PFG Advisors | 295,812 | $8,170,327 | 0.73% |
| Q3 Asset Management | 61,023 | $1,685 | 0.67% |
| Columbus Macro, LLC | 34,211 | $944,908 | 0.40% |
| NVWM, LLC | 32,154 | $888,094 | 0.29% |
| TAP Consulting, LLC | 34,216 | $945,046 | 0.24% |