WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 48 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.87 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $4,000 | 0.0% | 148 | +0.7% | 0.00% | +50.0% |
| Q3 2018 | $4,000 | +33.3% | 147 | +22.5% | 0.00% | 0.0% |
| Q2 2018 | $3,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,000 | +50.0% | 120 | +25.0% | 0.00% | +100.0% |
| Q3 2017 | $2,000 | -33.3% | 96 | 0.0% | 0.00% | -50.0% |
| Q2 2017 | $3,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,000 | -89.7% | 96 | -90.7% | 0.00% | -92.3% |
| Q4 2016 | $29,000 | +16.0% | 1,033 | +9.1% | 0.03% | +8.3% |
| Q3 2016 | $25,000 | +25.0% | 947 | +26.6% | 0.02% | +14.3% |
| Q2 2016 | $20,000 | -28.6% | 748 | -28.8% | 0.02% | -30.0% |
| Q1 2016 | $28,000 | +33.3% | 1,051 | +37.0% | 0.03% | +20.0% |
| Q4 2015 | $21,000 | – | 767 | – | 0.02% | – |
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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% |