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 | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $3,529,000 | -2.2% | 90,780 | 0.0% | 2.06% | -0.3% |
| Q1 2015 | $3,609,000 | -7.3% | 90,780 | -3.0% | 2.06% | -9.0% |
| Q4 2014 | $3,893,000 | +2.8% | 93,580 | +10.2% | 2.26% | -1.0% |
| Q3 2014 | $3,788,000 | +1.0% | 84,940 | +7.7% | 2.29% | +1.0% |
| Q2 2014 | $3,751,000 | +3.2% | 78,900 | -0.4% | 2.26% | -2.8% |
| Q1 2014 | $3,633,000 | -0.8% | 79,200 | -0.5% | 2.33% | -7.0% |
| Q4 2013 | $3,663,000 | +69.9% | 79,600 | +73.8% | 2.50% | +53.0% |
| Q3 2013 | $2,156,000 | -1.2% | 45,810 | +0.8% | 1.64% | -5.7% |
| Q2 2013 | $2,183,000 | – | 45,450 | – | 1.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CLEAR INVESTMENT RESEARCH, LLC | 69,589 | $2,331,000 | 3.77% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 76,127 | $2,550,000 | 2.27% |
| Pictet North America Advisors SA | 650,815 | $21,802,000 | 1.97% |
| Foresight Wealth Management, LLC | 44,342 | $1,485,000 | 1.58% |
| Lattice Strategies LLC | 26,160 | $876,000 | 0.76% |
| OPTIMUM INVESTMENT ADVISORS | 65,655 | $2,199,000 | 0.76% |
| Private Ocean, LLC | 78,765 | $2,639,000 | 0.74% |
| Strategic Wealth Partners, Ltd. | 28,455 | $979,000 | 0.49% |
| BANQUE PICTET & CIE SA | 650,815 | $21,802,000 | 0.44% |
| V Wealth Advisors LLC | 22,313 | $760,000 | 0.39% |