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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $389,214 | +36.6% | 14,092 | +31.2% | 0.00% | 0.0% |
| Q2 2023 | $284,912 | -96.3% | 10,744 | -96.4% | 0.00% | -93.3% |
| Q1 2023 | $7,749,121 | +49.0% | 297,246 | +48.9% | 0.02% | +36.4% |
| Q4 2022 | $5,200,000 | +208.6% | 199,598 | +252.8% | 0.01% | +175.0% |
| Q3 2022 | $1,685,000 | +79.4% | 56,583 | +68.1% | 0.00% | +100.0% |
| Q2 2022 | $939,000 | -91.0% | 33,667 | +1.4% | 0.00% | -90.0% |
| Q1 2022 | $10,457,000 | +1232.1% | 33,190 | +10.2% | 0.02% | +1900.0% |
| Q4 2021 | $785,000 | +6.5% | 30,121 | +6.1% | 0.00% | -50.0% |
| Q3 2021 | $737,000 | -0.9% | 28,393 | -2.9% | 0.00% | 0.0% |
| Q2 2021 | $744,000 | +5214.3% | 29,237 | +5158.5% | 0.00% | – |
| Q1 2021 | $14,000 | -65.0% | 556 | -64.8% | 0.00% | – |
| Q4 2020 | $40,000 | -43.7% | 1,580 | -40.1% | 0.00% | – |
| Q3 2020 | $71,000 | +9.2% | 2,636 | +10.6% | 0.00% | – |
| Q2 2020 | $65,000 | -4.4% | 2,383 | 0.0% | 0.00% | – |
| Q1 2020 | $68,000 | – | 2,383 | – | 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% |