McElhenny Sheffield Capital 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
McElhenny Sheffield Capital Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$8,225,094
-50.6%
315,500
-50.7%
4.33%
-43.8%
Q4 2022$16,661,068
-23.8%
639,580
-12.9%
7.71%
-53.8%
Q3 2022$21,877,000
-4.3%
734,630
-10.3%
16.70%
+56.8%
Q2 2022$22,859,000
+1.9%
819,029
-3.3%
10.65%
+35.9%
Q1 2022$22,424,000847,1617.83%
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