WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 48 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,407 | -77.8% | 2,187 | -76.6% | 0.00% | -75.0% |
| Q2 2023 | $258,146 | +1.3% | 9,360 | -0.6% | 0.00% | -20.0% |
| Q1 2023 | $254,902 | +4.3% | 9,420 | -0.5% | 0.01% | 0.0% |
| Q4 2022 | $244,435 | +6.3% | 9,467 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $230,000 | -5.3% | 9,467 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $243,000 | -8.6% | 9,467 | -0.4% | 0.01% | +25.0% |
| Q1 2022 | $266,000 | -6.7% | 9,506 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $285,000 | -4.0% | 9,506 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $297,000 | -4.2% | 9,506 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $310,000 | +2.0% | 9,506 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $304,000 | -8.7% | 9,506 | -0.7% | 0.01% | -14.3% |
| Q4 2020 | $333,000 | +9.5% | 9,576 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $304,000 | -4.7% | 9,576 | -4.2% | 0.01% | -22.2% |
| Q2 2020 | $319,000 | +8.1% | 9,993 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $295,000 | -19.4% | 9,993 | -1.8% | 0.01% | 0.0% |
| Q4 2019 | $366,000 | +4.6% | 10,173 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $350,000 | -2.8% | 10,173 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $360,000 | +3.4% | 10,173 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $348,000 | +17.2% | 10,173 | +14.6% | 0.01% | +10.0% |
| Q4 2018 | $297,000 | -2.0% | 8,879 | -3.9% | 0.01% | +11.1% |
| Q3 2018 | $303,000 | -43.2% | 9,240 | -40.4% | 0.01% | -50.0% |
| Q2 2018 | $533,000 | -16.2% | 15,510 | -4.3% | 0.02% | -14.3% |
| Q1 2018 | $636,000 | +2.1% | 16,208 | 0.0% | 0.02% | -4.5% |
| Q4 2017 | $623,000 | -23.2% | 16,208 | -22.9% | 0.02% | -26.7% |
| Q3 2017 | $811,000 | +1.0% | 21,014 | -0.8% | 0.03% | -3.2% |
| Q2 2017 | $803,000 | +0.9% | 21,176 | 0.0% | 0.03% | -3.1% |
| Q1 2017 | $796,000 | -8.5% | 21,176 | -12.9% | 0.03% | -13.5% |
| Q4 2016 | $870,000 | -7.2% | 24,323 | -1.3% | 0.04% | -9.8% |
| Q3 2016 | $938,000 | -20.3% | 24,652 | -21.7% | 0.04% | -21.2% |
| Q2 2016 | $1,177,000 | -7.2% | 31,464 | -8.7% | 0.05% | -7.1% |
| Q1 2016 | $1,268,000 | -4.8% | 34,444 | -11.4% | 0.06% | -6.7% |
| Q4 2015 | $1,332,000 | -51.2% | 38,882 | -50.7% | 0.06% | -54.9% |
| Q3 2015 | $2,730,000 | -32.6% | 78,826 | -24.3% | 0.13% | -26.1% |
| Q2 2015 | $4,048,000 | -11.7% | 104,163 | -9.7% | 0.18% | -14.3% |
| Q1 2015 | $4,584,000 | +0.5% | 115,321 | +5.2% | 0.21% | -3.2% |
| Q4 2014 | $4,560,000 | -7.8% | 109,657 | -1.2% | 0.22% | -10.0% |
| Q3 2014 | $4,947,000 | -5.9% | 110,940 | +0.3% | 0.24% | -6.9% |
| Q2 2014 | $5,256,000 | +12.6% | 110,570 | +8.7% | 0.26% | +8.4% |
| Q1 2014 | $4,666,000 | -10.0% | 101,754 | -9.7% | 0.24% | -10.2% |
| Q4 2013 | $5,183,000 | +10.1% | 112,629 | +12.6% | 0.27% | +4.3% |
| Q3 2013 | $4,708,000 | -2.3% | 100,014 | -0.3% | 0.26% | -5.6% |
| Q2 2013 | $4,821,000 | – | 100,358 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chessman Wealth Strategies RIA | 297,930 | $11,709,000 | 14.75% |
| CLEAR INVESTMENT RESEARCH, LLC | 177,267 | $6,967,000 | 4.56% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 79,780 | $3,135,000 | 2.59% |
| Strategic Wealth Partners, Ltd. | 95,538 | $3,755,000 | 1.94% |
| Mosaic Financial Partners, Inc. | 68,332 | $2,685,000 | 1.63% |
| One Capital Management, LLC | 122,139 | $4,800,000 | 0.94% |
| Lattice Strategies LLC | 28,045 | $1,102,000 | 0.80% |
| OPTIMUM INVESTMENT ADVISORS | 65,655 | $2,580,000 | 0.76% |
| Paracle Advisors, LLC | 41,740 | $1,640,000 | 0.52% |
| FLOW TRADERS U.S. LLC | 163,516 | $6,426,000 | 0.50% |