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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| GenWealth Group, Inc. | 473,208 | $13,070,005 | 3.96% |
| Summit Place Financial Advisors, LLC | 195,967 | $5,412,609 | 3.85% |
| Worth Asset Management, LLC | 79,721 | $2,201,894 | 1.78% |
| DRAVO BAY LLC | 58,745 | $1,622,537 | 1.18% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 444,857 | $12,286,940 | 0.91% |
| PFG Advisors | 295,812 | $8,170,327 | 0.73% |
| Q3 Asset Management | 61,023 | $1,685 | 0.67% |
| Columbus Macro, LLC | 34,211 | $944,908 | 0.40% |
| NVWM, LLC | 32,154 | $888,094 | 0.29% |
| TAP Consulting, LLC | 34,216 | $945,046 | 0.24% |