WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 28 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,615,344 | -27.7% | 311,924 | -30.6% | 0.00% | 0.0% |
| Q2 2023 | $11,921,907 | +0.4% | 449,544 | -1.3% | 0.00% | 0.0% |
| Q1 2023 | $11,874,989 | -32.1% | 455,504 | -32.2% | 0.00% | -50.0% |
| Q4 2022 | $17,501,302 | -25.1% | 671,835 | -14.4% | 0.00% | -33.3% |
| Q3 2022 | $23,360,000 | +102.7% | 784,405 | +90.0% | 0.00% | +200.0% |
| Q2 2022 | $11,523,000 | -24.4% | 412,868 | -28.3% | 0.00% | -50.0% |
| Q1 2022 | $15,244,000 | +6.2% | 575,888 | +4.6% | 0.00% | 0.0% |
| Q4 2021 | $14,350,000 | -6.1% | 550,666 | -6.5% | 0.00% | 0.0% |
| Q3 2021 | $15,290,000 | +4.8% | 588,965 | +2.6% | 0.00% | 0.0% |
| Q2 2021 | $14,596,000 | -37.0% | 574,091 | -36.2% | 0.00% | -33.3% |
| Q1 2021 | $23,179,000 | +0.3% | 900,498 | -2.4% | 0.00% | -25.0% |
| Q4 2020 | $23,112,000 | -1.3% | 922,994 | +5.0% | 0.00% | -20.0% |
| Q3 2020 | $23,422,000 | -3.4% | 879,222 | +0.1% | 0.01% | 0.0% |
| Q2 2020 | $24,245,000 | -1.0% | 878,757 | +1.4% | 0.01% | -28.6% |
| Q1 2020 | $24,488,000 | +1112.9% | 866,233 | +1043.8% | 0.01% | – |
| Q4 2019 | $2,019,000 | -7.5% | 75,733 | -2.2% | 0.00% | -100.0% |
| Q3 2019 | $2,182,000 | -8.9% | 77,436 | -11.8% | 0.00% | 0.0% |
| Q2 2019 | $2,395,000 | -4.5% | 87,838 | -4.3% | 0.00% | 0.0% |
| Q1 2019 | $2,508,000 | -53.6% | 91,794 | -54.0% | 0.00% | -50.0% |
| Q4 2018 | $5,400,000 | +139.7% | 199,622 | +137.1% | 0.00% | +100.0% |
| Q3 2018 | $2,253,000 | -0.7% | 84,182 | -1.4% | 0.00% | 0.0% |
| Q2 2018 | $2,270,000 | -56.1% | 85,388 | -58.3% | 0.00% | 0.0% |
| Q1 2018 | $5,173,000 | -22.0% | 204,943 | -20.0% | 0.00% | -50.0% |
| Q4 2017 | $6,636,000 | -6.0% | 256,304 | -6.2% | 0.00% | 0.0% |
| Q3 2017 | $7,060,000 | -32.6% | 273,222 | -31.5% | 0.00% | -33.3% |
| Q2 2017 | $10,474,000 | -43.4% | 398,864 | -41.5% | 0.00% | 0.0% |
| Q1 2017 | $18,494,000 | +2.3% | 681,976 | +5.5% | 0.00% | 0.0% |
| Q4 2016 | $18,086,000 | +95.5% | 646,666 | +83.2% | 0.00% | 0.0% |
| Q3 2016 | $9,250,000 | -19.0% | 352,940 | -18.7% | 0.00% | -25.0% |
| Q2 2016 | $11,415,000 | +44.4% | 434,342 | +44.2% | 0.00% | +33.3% |
| Q1 2016 | $7,907,000 | +12.0% | 301,312 | +16.7% | 0.00% | 0.0% |
| Q4 2015 | $7,061,000 | -19.2% | 258,095 | -14.8% | 0.00% | 0.0% |
| Q3 2015 | $8,740,000 | -8.6% | 302,943 | -11.1% | 0.00% | 0.0% |
| Q2 2015 | $9,564,000 | +1.0% | 340,836 | +2.9% | 0.00% | 0.0% |
| Q1 2015 | $9,466,000 | +280.6% | 331,330 | +260.7% | 0.00% | +200.0% |
| Q4 2014 | $2,487,000 | +49640.0% | 91,846 | +46053.8% | 0.00% | – |
| Q2 2014 | $5,000 | – | 199 | – | 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% |