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 ↓
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