WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 63 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,334 | +3.4% | 160 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $4,192 | +178.2% | 160 | +166.7% | 0.00% | +100.0% |
| Q4 2023 | $1,507 | -9.1% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $1,657 | +4.1% | 60 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,591 | +52.5% | 60 | +50.0% | 0.00% | 0.0% |
| Q1 2023 | $1,043 | +0.1% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,042 | +4.2% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,000 | – | 40 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McElhenny Sheffield Capital Management, LLC | 734,630 | $21,877,000 | 16.70% |
| Worth Asset Management, LLC | 625,206 | $18,618,000 | 13.63% |
| Accurate Wealth Management, LLC | 439,207 | $16,987,000 | 7.08% |
| 3EDGE Asset Management, LP | 2,117,088 | $63,047,000 | 4.90% |
| Latitude Advisors, LLC | 180,482 | $5,375,000 | 4.44% |
| HARTLINE INVESTMENT CORP/ | 180,482 | $5,375,000 | 4.44% |
| Summit Place Financial Advisors, LLC | 142,137 | $4,233,000 | 3.93% |
| Cornerstone Wealth Group, LLC | 513,945 | $15,305,000 | 3.38% |
| Beaumont Capital Management, LLC | 95,547 | $2,845,000 | 2.82% |
| Q3 Asset Management | 103,737 | $3,089,000 | 2.25% |