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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,579,671 | +224.1% | 57,193 | +211.2% | 0.02% | +183.3% |
| Q2 2023 | $487,438 | -65.0% | 18,380 | -65.6% | 0.01% | -64.7% |
| Q1 2023 | $1,393,603 | +6.0% | 53,456 | +5.9% | 0.02% | -51.4% |
| Q4 2022 | $1,314,462 | -14.5% | 50,459 | -2.3% | 0.04% | +40.0% |
| Q3 2022 | $1,538,000 | -10.4% | 51,630 | -16.0% | 0.02% | -10.7% |
| Q2 2022 | $1,716,000 | – | 61,469 | – | 0.03% | – |
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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% |