WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 45 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| 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% |