WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 28 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $346,704 | -48.9% | 13,299 | -48.1% | 0.06% | -40.4% |
| Q1 2022 | $679,000 | +0.4% | 25,646 | -1.2% | 0.11% | +10.1% |
| Q4 2021 | $676,000 | -56.2% | 25,949 | -56.4% | 0.10% | -58.6% |
| Q3 2021 | $1,544,000 | -1.8% | 59,498 | -4.4% | 0.24% | -4.4% |
| Q2 2021 | $1,573,000 | +115.5% | 62,224 | +119.4% | 0.25% | +86.6% |
| Q1 2021 | $730,000 | +2.8% | 28,359 | 0.0% | 0.13% | -8.8% |
| Q4 2020 | $710,000 | -7.8% | 28,359 | -1.9% | 0.15% | -72.4% |
| Q3 2020 | $770,000 | – | 28,899 | – | 0.53% | – |
Download | ||||||
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% |