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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $14,058,000 | – | 502,615 | – | 9.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PEAK FINANCIAL ADVISORS LLC | 216,017 | $5,631,563 | 4.76% |
| McElhenny Sheffield Capital Management, LLC | 315,500 | $8,225,094 | 4.33% |
| GenWealth Group, Inc. | 456,242 | $11,894,229 | 3.64% |
| Summit Place Financial Advisors, LLC | 143,977 | $3,753,480 | 2.66% |
| Beaumont Capital Management, LLC | 97,133 | $2,532,257 | 1.76% |
| Worth Asset Management, LLC | 85,743 | $2,235,320 | 1.70% |
| DRAVO BAY LLC | 56,323 | $1,468,341 | 1.10% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 417,307 | $10,879,184 | 0.80% |
| L.M. KOHN & COMPANY | 58,139 | $1,515,684 | 0.63% |
| PFG Advisors | 215,924 | $5,629,139 | 0.47% |