Covington Capital Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 50 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Covington Capital Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$39,000
-53.0%
1,388
-50.0%
0.00%
-66.7%
Q4 2021$83,000
-4.6%
2,7750.0%0.00%0.0%
Q3 2021$87,000
-3.3%
2,7750.0%0.00%
-25.0%
Q2 2021$90,000
+1.1%
2,7750.0%0.00%0.0%
Q1 2021$89,000
-8.2%
2,7750.0%0.00%0.0%
Q4 2020$97,000
+10.2%
2,7750.0%0.00%0.0%
Q3 2020$88,000
-1.1%
2,7750.0%0.00%
-20.0%
Q2 2020$89,000
+8.5%
2,7750.0%0.01%0.0%
Q1 2020$82,000
-18.0%
2,7750.0%0.01%0.0%
Q4 2019$100,000
+5.3%
2,7750.0%0.01%0.0%
Q3 2019$95,000
-3.1%
2,7750.0%0.01%
-16.7%
Q2 2019$98,000
+3.2%
2,7750.0%0.01%0.0%
Q1 2019$95,000
+2.2%
2,7750.0%0.01%0.0%
Q4 2018$93,000
+2.2%
2,7750.0%0.01%0.0%
Q3 2018$91,000
-4.2%
2,7750.0%0.01%0.0%
Q2 2018$95,000
-12.8%
2,7750.0%0.01%
-14.3%
Q1 2018$109,000
+1.9%
2,7750.0%0.01%0.0%
Q4 2017$107,0000.0%2,7750.0%0.01%0.0%
Q3 2017$107,0002,7750.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Paracle Advisors, LLC 198,594$7,894,0005.10%
STERLING INVESTMENT ADVISORS LLC /ADV 121,056$4,812,0004.85%
CLEAR INVESTMENT RESEARCH, LLC 121,738$4,839,0004.38%
Valmark Advisers, Inc. 2,781,644$110,570,0002.53%
White Pine Investment CO 90,780$3,609,0002.06%
TD Ameritrade Trust Co 216,979$8,625,0001.99%
One Capital Management, LLC 124,561$4,951,0001.49%
Morningstar Investment Services LLC 838,593$33,334,0001.45%
OPTIMUM INVESTMENT ADVISORS 69,090$2,746,0000.87%
Garde Capital, Inc. 47,196$1,876,0000.57%
View complete list of WISDOMTREE TR shareholders