OPTIMUM INVESTMENT ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 49 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$57,000
+1.8%
1,7500.0%0.02%
+12.5%
Q1 2021$56,000
-8.2%
1,7500.0%0.02%
-15.8%
Q4 2020$61,000
+8.9%
1,7500.0%0.02%0.0%
Q3 2020$56,0000.0%1,7500.0%0.02%
-5.0%
Q2 2020$56,000
+7.7%
1,7500.0%0.02%
-4.8%
Q1 2020$52,000
-17.5%
1,7500.0%0.02%
+10.5%
Q4 2019$63,000
+5.0%
1,7500.0%0.02%0.0%
Q3 2019$60,000
-3.2%
1,7500.0%0.02%
-5.0%
Q2 2019$62,000
+1.6%
1,750
-2.0%
0.02%0.0%
Q1 2019$61,000
-97.2%
1,785
-97.3%
0.02%
-97.4%
Q4 2018$2,199,000
+2.0%
65,6550.0%0.76%
+26.8%
Q3 2018$2,155,000
-4.6%
65,6550.0%0.60%
-8.4%
Q2 2018$2,259,000
-12.4%
65,6550.0%0.65%
-14.1%
Q1 2018$2,580,000
+2.2%
65,6550.0%0.76%
-5.6%
Q4 2017$2,524,000
-0.4%
65,6550.0%0.80%
-5.4%
Q3 2017$2,534,000
+1.8%
65,6550.0%0.85%
-1.5%
Q2 2017$2,490,000
+0.9%
65,6550.0%0.86%
-1.5%
Q1 2017$2,468,000
+5.1%
65,6550.0%0.88%
-0.9%
Q4 2016$2,348,000
-6.1%
65,6550.0%0.88%
-6.1%
Q3 2016$2,500,000
+1.8%
65,6550.0%0.94%
-1.3%
Q2 2016$2,456,000
+1.6%
65,6550.0%0.95%
+0.1%
Q1 2016$2,417,000
+5.0%
65,655
-2.2%
0.95%
+6.9%
Q4 2015$2,302,000
-3.6%
67,155
-2.5%
0.89%
-7.7%
Q3 2015$2,387,000
-13.1%
68,880
-0.3%
0.96%
+10.9%
Q1 2015$2,746,000
-6.8%
69,090
-2.4%
0.87%
-8.1%
Q4 2014$2,946,000
-10.0%
70,810
-3.5%
0.95%
-12.8%
Q3 2014$3,272,000
-8.4%
73,360
-2.3%
1.08%
-6.1%
Q2 2014$3,571,000
+1.6%
75,125
-2.0%
1.16%
-12.5%
Q1 2014$3,516,000
-2.8%
76,650
-2.4%
1.32%
-2.9%
Q4 2013$3,616,000
-2.7%
78,575
-0.4%
1.36%
-10.8%
Q3 2013$3,716,00078,9251.52%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Bridge Advisory, LLC 267,130$7,014,8332.46%
AlphaQ Advisors LLC 66,821$1,754,7191.52%
Cambria Investment Management, L.P. 434,117$11,399,9030.92%
Elmwood Wealth Management, Inc. 64,078$1,682,6880.81%
Ignite Planners, LLC 78,926$1,983,4190.61%
Truadvice, LLC 12,402$329,2760.13%
DRIVE WEALTH MANAGEMENT, LLC 11,304$296,8510.11%
Ameliora Wealth Management Ltd. 6,010$157,8230.09%
Vontobel Holding Ltd. 425,603$11,176,3350.06%
Claro Advisors LLC 8,019$210,5790.05%
View complete list of WISDOMTREE TR shareholders