WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 58 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $10,785,000 | – | 407,448 | – | 4.83% | – |
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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% |