Worth Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 40 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Worth Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,201,894
+101.1%
79,721
+93.1%
1.78%
+112.9%
Q2 2023$1,095,090
-51.0%
41,293
-51.8%
0.84%
-50.8%
Q1 2023$2,235,320
-39.6%
85,743
-39.6%
1.70%
-34.2%
Q4 2022$3,700,065
-80.1%
142,037
-77.3%
2.58%
-81.1%
Q3 2022$18,618,000
+6.9%
625,206
+0.1%
13.63%
+14.4%
Q2 2022$17,424,000
+23.9%
624,287
+24.2%
11.92%
+29.9%
Q1 2022$14,058,000502,6159.17%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Astor Investment Management LLC 429,364$11,254,0002.13%
NOTTINGHAM ADVISORS, INC. 428,082$11,220,0001.99%
Community Bank, N.A. 93,410$2,447,0000.56%
INTERACTIVE FINANCIAL ADVISORS, INC. 19,141$502,0000.25%
AVIANCE CAPITAL MANAGEMENT, LLC 335,209$8,786,0000.24%
Transamerica Financial Advisors, Inc. 21,823$572,0000.06%
Virtu KCG Holdings LLC 56,435$1,479,0000.04%
Cetera Advisors LLC 14,827$392,0000.03%
Advisory Services Network, LLC 5,690$149,0000.03%
Newfound Research LLC 947$25,0000.02%
View complete list of WISDOMTREE TR shareholders