Accurate Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 57 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$530,309
-94.5%
20,303
-94.6%
0.18%
-94.9%
Q4 2022$9,668,537
-43.1%
372,727
-15.1%
3.56%
-49.8%
Q3 2022$16,987,000
+51.6%
439,207
+11.3%
7.08%
+16.3%
Q2 2022$11,208,000
+3.9%
394,762
-3.1%
6.09%
+26.1%
Q1 2022$10,785,000407,4484.83%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Astor Investment Management LLC 447,463$11,585,0002.08%
GFS Private Wealth, LLC 145,454$3,766,0001.29%
AJ WEALTH STRATEGIES, LLC 80,548$2,085,0000.52%
Global Financial Private Capital, Inc 421,472$10,912,0000.37%
CEDAR HILL ASSOCIATES, LLC 54,498$1,410,0000.24%
Altavista Wealth Management, Inc. 19,400$502,0000.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 15,121$391,0000.17%
Simplicity Solutions, LLC 53,281$1,379,0000.13%
AE Wealth Management LLC 57,553$1,490,0000.13%
Virtu Financial LLC 71,720$1,857,0000.10%
View complete list of WISDOMTREE TR shareholders