WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 63 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,754 | -98.7% | 679 | -98.8% | 0.00% | – |
| Q2 2023 | $1,461,066 | -83.3% | 55,093 | -83.6% | 0.00% | -100.0% |
| Q1 2023 | $8,735,718 | -2.4% | 335,087 | -2.5% | 0.00% | 0.0% |
| Q4 2022 | $8,952,422 | +314.8% | 343,663 | +374.2% | 0.00% | +200.0% |
| Q3 2022 | $2,158,000 | +101.3% | 72,471 | +88.7% | 0.00% | – |
| Q2 2022 | $1,072,000 | +2180.9% | 38,399 | +2063.3% | 0.00% | – |
| Q1 2022 | $47,000 | 0.0% | 1,775 | -1.8% | 0.00% | – |
| Q4 2021 | $47,000 | +95.8% | 1,808 | +101.8% | 0.00% | – |
| Q3 2021 | $24,000 | -90.0% | 896 | -90.6% | 0.00% | – |
| Q2 2021 | $241,000 | +412.8% | 9,487 | +424.4% | 0.00% | – |
| Q1 2021 | $47,000 | +34.3% | 1,809 | +26.7% | 0.00% | – |
| Q4 2020 | $35,000 | +1650.0% | 1,428 | +2362.1% | 0.00% | – |
| Q3 2020 | $2,000 | -95.0% | 58 | -96.0% | 0.00% | – |
| Q2 2020 | $40,000 | -16.7% | 1,451 | -15.3% | 0.00% | – |
| Q1 2020 | $48,000 | -36.0% | 1,713 | -39.1% | 0.00% | – |
| Q4 2019 | $75,000 | -23.5% | 2,811 | -18.5% | 0.00% | – |
| Q3 2019 | $98,000 | -15.5% | 3,449 | -19.0% | 0.00% | – |
| Q2 2019 | $116,000 | +50.6% | 4,256 | +51.4% | 0.00% | – |
| Q1 2019 | $77,000 | +60.4% | 2,812 | +59.7% | 0.00% | – |
| Q4 2018 | $48,000 | -72.7% | 1,761 | -73.2% | 0.00% | – |
| Q3 2018 | $176,000 | +274.5% | 6,575 | +272.1% | 0.00% | – |
| Q2 2018 | $47,000 | +2.2% | 1,767 | -3.5% | 0.00% | – |
| Q1 2018 | $46,000 | -77.1% | 1,832 | -76.3% | 0.00% | – |
| Q4 2017 | $201,000 | -93.4% | 7,731 | -93.5% | 0.00% | -100.0% |
| Q3 2017 | $3,063,000 | +1630.5% | 118,526 | +1660.4% | 0.00% | – |
| Q2 2017 | $177,000 | -69.9% | 6,733 | -68.9% | 0.00% | – |
| Q1 2017 | $588,000 | -48.2% | 21,674 | -46.6% | 0.00% | -100.0% |
| Q4 2016 | $1,136,000 | +114.7% | 40,599 | +101.3% | 0.00% | – |
| Q3 2016 | $529,000 | -7.0% | 20,165 | -6.8% | 0.00% | – |
| Q2 2016 | $569,000 | +712.9% | 21,638 | +715.3% | 0.00% | – |
| Q1 2016 | $70,000 | -39.1% | 2,654 | -37.0% | 0.00% | – |
| Q4 2015 | $115,000 | -86.7% | 4,211 | -86.0% | 0.00% | -100.0% |
| Q3 2015 | $866,000 | -36.8% | 30,015 | -38.6% | 0.00% | 0.0% |
| Q2 2015 | $1,371,000 | +1406.6% | 48,859 | +1432.6% | 0.00% | – |
| Q1 2015 | $91,000 | -89.9% | 3,188 | -90.4% | 0.00% | -100.0% |
| Q4 2014 | $903,000 | – | 33,359 | – | 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% |