Summit Place Financial Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 27 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Summit Place Financial Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,412,609
+2.3%
195,967
-1.7%
3.85%
+12.4%
Q2 2023$5,288,937
+40.9%
199,432
+38.5%
3.43%
+28.7%
Q1 2023$3,753,480
+5.8%
143,977
+5.7%
2.66%
-8.9%
Q4 2022$3,548,974
-16.2%
136,237
-4.2%
2.92%
-25.7%
Q3 2022$4,233,000
-4.4%
142,137
-10.4%
3.93%
+5.9%
Q2 2022$4,428,000
-4.7%
158,665
-9.6%
3.72%
+19.2%
Q1 2022$4,644,000
+1.6%
175,435
+0.1%
3.12%
-1.3%
Q4 2021$4,569,000
+10.1%
175,330
+9.7%
3.16%
+4.4%
Q3 2021$4,149,000
+8.4%
159,825
+6.2%
3.02%
+7.5%
Q2 2021$3,826,000
+2.0%
150,485
+3.3%
2.81%
-6.8%
Q1 2021$3,750,000
+6.8%
145,690
+3.9%
3.02%
-0.8%
Q4 2020$3,510,000
+0.5%
140,190
+7.0%
3.04%
-13.1%
Q3 2020$3,492,000
+1.7%
131,070
+5.3%
3.50%
-35.5%
Q2 2020$3,434,000
+3.1%
124,480
+5.6%
5.43%
-23.7%
Q1 2020$3,332,000
+7.8%
117,870
+1.7%
7.12%
+45.4%
Q4 2019$3,092,000115,9554.90%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 1,760,772$47,752,0003.12%
AJ WEALTH STRATEGIES, LLC 217,483$5,898,0002.57%
Astor Investment Management LLC 434,512$11,784,0002.21%
NOTTINGHAM ADVISORS, INC. 443,082$12,016,0001.88%
Community Bank, N.A. 93,505$2,535,0000.53%
Global Financial Private Capital, Inc 370,584$10,050,0000.50%
AE Wealth Management LLC 53,662$1,455,0000.27%
Simplicity Solutions, LLC 49,763$1,350,0000.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 14,728$399,0000.19%
Clark Capital Management Group, Inc. 158,126$4,288,0000.19%
View complete list of WISDOMTREE TR shareholders