STERLING INVESTMENT ADVISORS LLC /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 46 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
STERLING INVESTMENT ADVISORS LLC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$273,400
-86.6%
10,585
-83.5%
0.19%
-88.6%
Q2 2020$2,042,000
+6.9%
63,961
-1.1%
1.64%
-7.3%
Q1 2020$1,910,000
-17.7%
64,687
+0.2%
1.77%
-1.0%
Q4 2019$2,321,000
-5.3%
64,586
-9.3%
1.78%
-8.3%
Q3 2019$2,451,000
-5.8%
71,237
-3.2%
1.95%
-6.2%
Q2 2019$2,603,000
+2.6%
73,628
-0.8%
2.07%
+0.0%
Q1 2019$2,537,000
-0.5%
74,234
-2.5%
2.07%
-8.6%
Q4 2018$2,550,000
+1.6%
76,127
-0.5%
2.27%
+10.6%
Q3 2018$2,511,000
-5.2%
76,505
-0.7%
2.05%
-8.3%
Q2 2018$2,649,000
-15.5%
77,008
-3.5%
2.24%
-13.6%
Q1 2018$3,135,000
+1.7%
79,780
-0.5%
2.59%
+1.5%
Q4 2017$3,083,000
-2.2%
80,179
-1.8%
2.55%
-5.0%
Q3 2017$3,152,000
+1.4%
81,673
-0.4%
2.68%
-5.5%
Q2 2017$3,109,000
+0.3%
81,977
-0.6%
2.84%
-4.4%
Q1 2017$3,099,000
+5.6%
82,452
+0.5%
2.97%
-1.7%
Q4 2016$2,934,000
-9.5%
82,023
-3.7%
3.02%
-9.0%
Q3 2016$3,242,000
-7.0%
85,137
-8.7%
3.32%
-7.1%
Q2 2016$3,487,000
-1.3%
93,199
-2.9%
3.57%
-4.2%
Q1 2016$3,534,000
+4.3%
95,986
-2.9%
3.73%
+2.1%
Q4 2015$3,388,000
-1.4%
98,841
-0.3%
3.65%
-6.9%
Q3 2015$3,435,000
-26.9%
99,136
-18.0%
3.92%
-21.3%
Q2 2015$4,701,000
-2.3%
120,945
-0.1%
4.99%
+2.9%
Q1 2015$4,812,000
-2.3%
121,056
+2.2%
4.85%
-4.6%
Q4 2014$4,927,000118,4365.08%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Chessman Wealth Strategies RIA 297,930$11,709,00014.75%
CLEAR INVESTMENT RESEARCH, LLC 177,267$6,967,0004.56%
STERLING INVESTMENT ADVISORS LLC /ADV 79,780$3,135,0002.59%
Strategic Wealth Partners, Ltd. 95,538$3,755,0001.94%
Mosaic Financial Partners, Inc. 68,332$2,685,0001.63%
One Capital Management, LLC 122,139$4,800,0000.94%
Lattice Strategies LLC 28,045$1,102,0000.80%
OPTIMUM INVESTMENT ADVISORS 65,655$2,580,0000.76%
Paracle Advisors, LLC 41,740$1,640,0000.52%
FLOW TRADERS U.S. LLC 163,516$6,426,0000.50%
View complete list of WISDOMTREE TR shareholders