WorthPointe, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 63 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

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 Q3 2022
NameSharesValueWeighting ↓
McElhenny Sheffield Capital Management, LLC 734,630$21,877,00016.70%
Worth Asset Management, LLC 625,206$18,618,00013.63%
Accurate Wealth Management, LLC 439,207$16,987,0007.08%
3EDGE Asset Management, LP 2,117,088$63,047,0004.90%
Latitude Advisors, LLC 180,482$5,375,0004.44%
HARTLINE INVESTMENT CORP/ 180,482$5,375,0004.44%
Summit Place Financial Advisors, LLC 142,137$4,233,0003.93%
Cornerstone Wealth Group, LLC 513,945$15,305,0003.38%
Beaumont Capital Management, LLC 95,547$2,845,0002.82%
Q3 Asset Management 103,737$3,089,0002.25%
View complete list of WISDOMTREE TR shareholders