WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 33 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,016,648 | -45.7% | 181,631 | -47.9% | 0.00% | 0.0% |
| Q2 2023 | $9,246,940 | -27.9% | 348,678 | -29.1% | 0.00% | 0.0% |
| Q1 2023 | $12,819,975 | -11.2% | 491,752 | -11.3% | 0.00% | -50.0% |
| Q4 2022 | $14,437,536 | +11.2% | 554,224 | +27.1% | 0.00% | 0.0% |
| Q3 2022 | $12,982,000 | +131.8% | 435,953 | +117.3% | 0.00% | +100.0% |
| Q2 2022 | $5,600,000 | +53.7% | 200,620 | +45.8% | 0.00% | – |
| Q1 2022 | $3,643,000 | +27923.1% | 137,629 | +27425.8% | 0.00% | – |
| Q4 2021 | $13,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q3 2021 | $13,000 | -72.9% | 500 | -73.7% | 0.00% | – |
| Q2 2021 | $48,000 | -28.4% | 1,900 | -27.3% | 0.00% | – |
| Q1 2021 | $67,000 | -51.4% | 2,614 | -52.7% | 0.00% | – |
| Q4 2020 | $138,000 | -65.9% | 5,530 | -63.7% | 0.00% | – |
| Q3 2020 | $405,000 | -56.5% | 15,217 | -54.9% | 0.00% | – |
| Q2 2020 | $931,000 | -40.2% | 33,732 | -38.7% | 0.00% | – |
| Q1 2020 | $1,557,000 | +48.6% | 55,066 | +40.2% | 0.00% | – |
| Q4 2019 | $1,048,000 | -3.1% | 39,274 | +2.4% | 0.00% | – |
| Q3 2019 | $1,081,000 | +3.3% | 38,357 | -0.0% | 0.00% | – |
| Q2 2019 | $1,046,000 | +583.7% | 38,376 | +583.8% | 0.00% | – |
| Q1 2019 | $153,000 | -88.2% | 5,612 | -88.3% | 0.00% | – |
| Q4 2018 | $1,297,000 | -8.5% | 47,951 | -9.5% | 0.00% | – |
| Q3 2018 | $1,418,000 | -19.5% | 52,984 | -20.1% | 0.00% | – |
| Q2 2018 | $1,762,000 | +5.9% | 66,282 | +0.5% | 0.00% | – |
| Q1 2018 | $1,664,000 | -9.4% | 65,933 | -7.1% | 0.00% | – |
| Q4 2017 | $1,836,000 | -64.5% | 70,940 | -64.5% | 0.00% | -100.0% |
| Q3 2017 | $5,166,000 | -35.9% | 199,891 | -34.9% | 0.00% | -50.0% |
| Q2 2017 | $8,064,000 | -8.5% | 307,098 | -5.5% | 0.00% | 0.0% |
| Q1 2017 | $8,816,000 | -45.8% | 325,059 | -44.1% | 0.00% | -50.0% |
| Q4 2016 | $16,274,000 | -64.4% | 581,866 | -66.6% | 0.00% | -60.0% |
| Q3 2016 | $45,706,000 | -33.5% | 1,743,828 | -33.4% | 0.01% | -37.5% |
| Q2 2016 | $68,771,000 | +59.9% | 2,616,845 | +59.6% | 0.02% | +60.0% |
| Q1 2016 | $43,016,000 | -42.4% | 1,639,332 | -40.0% | 0.01% | -44.4% |
| Q4 2015 | $74,737,000 | -55.4% | 2,731,610 | -53.0% | 0.02% | -57.1% |
| Q3 2015 | $167,625,000 | -16.2% | 5,810,236 | -18.5% | 0.04% | -35.4% |
| Q2 2015 | $199,954,000 | +3.1% | 7,125,942 | +5.0% | 0.06% | 0.0% |
| Q1 2015 | $193,983,000 | +128.6% | 6,789,729 | +116.6% | 0.06% | +116.7% |
| Q4 2014 | $84,841,000 | +9940.4% | 3,134,138 | +9580.4% | 0.03% | – |
| Q3 2014 | $845,000 | +2183.8% | 32,376 | +2045.5% | 0.00% | – |
| Q2 2014 | $37,000 | +54.2% | 1,509 | +57.0% | 0.00% | – |
| Q1 2014 | $24,000 | – | 961 | – | 0.00% | – |
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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% |