COLDSTREAM CAPITAL MANAGEMENT INC - 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
COLDSTREAM CAPITAL MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$552,353
-4.8%
21,0340.0%0.02%0.0%
Q2 2023$580,223
+1.9%
21,0340.0%0.02%
-5.3%
Q1 2023$569,378
+4.8%
21,0340.0%0.02%
-5.0%
Q4 2022$543,241
-49.6%
21,034
-50.0%
0.02%
-9.1%
Q2 2022$1,078,000
+49.7%
42,068
+75.0%
0.02%
-4.3%
Q4 2021$720,000
+2.1%
24,036
+6.6%
0.02%
-32.4%
Q3 2021$705,000
-4.1%
22,5560.0%0.03%
+13.3%
Q2 2021$735,00022,5560.03%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
CLEAR INVESTMENT RESEARCH, LLC 69,589$2,331,0003.77%
STERLING INVESTMENT ADVISORS LLC /ADV 76,127$2,550,0002.27%
Pictet North America Advisors SA 650,815$21,802,0001.97%
Foresight Wealth Management, LLC 44,342$1,485,0001.58%
Lattice Strategies LLC 26,160$876,0000.76%
OPTIMUM INVESTMENT ADVISORS 65,655$2,199,0000.76%
Private Ocean, LLC 78,765$2,639,0000.74%
Strategic Wealth Partners, Ltd. 28,455$979,0000.49%
BANQUE PICTET & CIE SA 650,815$21,802,0000.44%
V Wealth Advisors LLC 22,313$760,0000.39%
View complete list of WISDOMTREE TR shareholders