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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $26,300 | +3183.4% | 1,000 | -96.6% | 0.00% | -95.2% |
| Q4 2022 | $801 | -99.8% | 29,450 | +138.9% | 0.02% | +162.5% |
| Q3 2022 | $324,000 | +825.7% | 12,327 | +828.9% | 0.01% | +700.0% |
| Q2 2022 | $35,000 | 0.0% | 1,327 | 0.0% | 0.00% | – |
| Q1 2022 | $35,000 | +118.8% | 1,327 | +121.9% | 0.00% | – |
| Q3 2021 | $16,000 | +6.7% | 598 | 0.0% | 0.00% | – |
| Q2 2021 | $15,000 | -21.1% | 598 | -20.3% | 0.00% | – |
| Q1 2021 | $19,000 | +850.0% | 750 | +886.8% | 0.00% | – |
| Q1 2017 | $2,000 | – | 76 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Advisory Group, Inc. | 1,760,772 | $47,752,000 | 3.12% |
| AJ WEALTH STRATEGIES, LLC | 217,483 | $5,898,000 | 2.57% |
| Astor Investment Management LLC | 434,512 | $11,784,000 | 2.21% |
| NOTTINGHAM ADVISORS, INC. | 443,082 | $12,016,000 | 1.88% |
| Community Bank, N.A. | 93,505 | $2,535,000 | 0.53% |
| Global Financial Private Capital, Inc | 370,584 | $10,050,000 | 0.50% |
| AE Wealth Management LLC | 53,662 | $1,455,000 | 0.27% |
| Simplicity Solutions, LLC | 49,763 | $1,350,000 | 0.21% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 14,728 | $399,000 | 0.19% |
| Clark Capital Management Group, Inc. | 158,126 | $4,288,000 | 0.19% |