WorthPointe, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 53 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
WorthPointe, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$366,544
-56.3%
14,060
-56.4%
0.24%
-58.1%
Q4 2022$839,539
-22.7%
32,228
-11.6%
0.57%
-37.7%
Q3 2022$1,086,000
+6.7%
36,468
-0.0%
0.91%
+6.8%
Q2 2022$1,018,000
+4.7%
36,483
-0.7%
0.85%
+9.3%
Q1 2022$972,00036,7280.78%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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