WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 61 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,350 | +293.8% | 419 | +280.9% | 0.00% | – |
| Q1 2024 | $2,882 | -38.0% | 110 | -40.5% | 0.00% | – |
| Q4 2023 | $4,645 | -82.3% | 185 | -81.5% | 0.00% | -100.0% |
| 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 ↓ |
|---|---|---|---|
| GenWealth Group, Inc. | 505,516 | $13,694,428 | 3.37% |
| Summit Place Financial Advisors, LLC | 208,141 | $5,638,542 | 3.33% |
| Beaumont Capital Management, LLC | 103,055 | $2,791,760 | 2.18% |
| VitalStone Financial, LLC | 89,903 | $2,435,472 | 1.76% |
| Q3 Asset Management | 211,382 | $5,717 | 1.30% |
| MOULTON WEALTH MANAGEMENT, INC | 51,033 | $1,376,360 | 1.25% |
| DRAVO BAY LLC | 73,329 | $1,986,483 | 1.10% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 447,809 | $12,131,150 | 0.73% |
| PFG Advisors | 280,004 | $7,585,313 | 0.51% |
| Aveo Capital Partners, LLC | 147,901 | $4,006,638 | 0.45% |