WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 50 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,912 | -5.6% | 8,184 | -0.8% | 0.00% | -20.0% |
| Q2 2023 | $227,549 | +7.4% | 8,249 | +5.4% | 0.01% | 0.0% |
| Q1 2023 | $211,791 | +0.4% | 7,824 | +3.6% | 0.01% | +25.0% |
| Q1 2022 | $211,000 | -11.0% | 7,549 | -4.5% | 0.00% | 0.0% |
| Q4 2021 | $237,000 | -15.7% | 7,904 | -11.9% | 0.00% | -20.0% |
| Q3 2021 | $281,000 | -4.1% | 8,974 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $293,000 | +0.3% | 8,974 | -1.5% | 0.01% | -16.7% |
| Q1 2021 | $292,000 | -2.3% | 9,114 | +6.2% | 0.01% | 0.0% |
| Q4 2020 | $299,000 | +12.0% | 8,584 | +2.1% | 0.01% | 0.0% |
| Q3 2020 | $267,000 | -15.2% | 8,409 | -14.8% | 0.01% | -14.3% |
| Q2 2020 | $315,000 | -14.4% | 9,864 | -20.7% | 0.01% | -30.0% |
| Q1 2020 | $368,000 | -26.7% | 12,445 | -10.9% | 0.01% | -9.1% |
| Q4 2019 | $502,000 | -12.4% | 13,965 | -16.2% | 0.01% | -15.4% |
| Q3 2019 | $573,000 | -3.9% | 16,665 | -1.1% | 0.01% | 0.0% |
| Q2 2019 | $596,000 | -2.8% | 16,850 | -6.1% | 0.01% | -7.1% |
| Q1 2019 | $613,000 | -5.1% | 17,940 | -7.0% | 0.01% | -6.7% |
| Q4 2018 | $646,000 | -14.7% | 19,280 | -16.4% | 0.02% | -11.8% |
| Q3 2018 | $757,000 | -5.7% | 23,068 | -1.2% | 0.02% | -5.6% |
| Q2 2018 | $803,000 | -9.5% | 23,338 | +3.4% | 0.02% | -5.3% |
| Q1 2018 | $887,000 | +14.3% | 22,573 | +11.9% | 0.02% | +11.8% |
| Q4 2017 | $776,000 | +267.8% | 20,173 | +242.4% | 0.02% | +240.0% |
| Q4 2016 | $211,000 | -99.5% | 5,892 | -99.5% | 0.01% | -99.5% |
| Q3 2016 | $40,902,000 | -58.8% | 1,074,112 | -59.5% | 1.02% | -59.1% |
| Q2 2016 | $99,328,000 | -1.8% | 2,655,108 | -3.3% | 2.50% | -1.5% |
| Q1 2016 | $101,137,000 | +4.1% | 2,746,805 | -4.3% | 2.54% | +1.7% |
| Q4 2015 | $97,189,000 | -1.4% | 2,868,971 | +2.0% | 2.50% | +4.7% |
| Q3 2015 | $98,591,000 | -10.4% | 2,812,834 | -0.7% | 2.38% | -4.8% |
| Q2 2015 | $110,080,000 | -0.4% | 2,831,994 | +1.8% | 2.50% | -1.0% |
| Q1 2015 | $110,570,000 | +0.0% | 2,781,644 | +4.7% | 2.53% | -1.8% |
| Q4 2014 | $110,560,000 | +2.5% | 2,657,687 | +9.9% | 2.57% | -0.4% |
| Q3 2014 | $107,882,000 | -1.0% | 2,418,885 | +5.5% | 2.58% | -1.0% |
| Q2 2014 | $109,013,000 | +7.5% | 2,293,080 | +3.7% | 2.61% | +0.2% |
| Q1 2014 | $101,425,000 | +7.0% | 2,211,143 | +7.4% | 2.61% | +0.2% |
| Q4 2013 | $94,761,000 | +12.2% | 2,059,123 | +14.8% | 2.60% | 0.0% |
| Q3 2013 | $84,447,000 | +13.4% | 1,793,689 | +15.7% | 2.60% | -0.3% |
| Q2 2013 | $74,468,000 | – | 1,550,119 | – | 2.61% | – |
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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% |