Valmark Advisers, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 48 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$232,073
-2.6%
8,804
+1.1%
0.00%0.0%
Q1 2024$238,289
+4.0%
8,704
+6.6%
0.00%0.0%
Q4 2023$229,163
+6.6%
8,164
-0.2%
0.00%0.0%
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%
8,9740.0%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$74,468,0001,550,1192.61%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
CLEAR INVESTMENT RESEARCH, LLC 153,086$5,830,0004.62%
STERLING INVESTMENT ADVISORS LLC /ADV 85,137$3,242,0003.32%
Paracle Advisors, LLC 169,538$6,456,0002.99%
Lombard Odier Transatlantic Ltd 60,500$2,304,0002.20%
Lattice Strategies LLC 65,655$2,500,0001.91%
Valmark Advisers, Inc. 1,074,112$40,902,0001.02%
OPTIMUM INVESTMENT ADVISORS 65,655$2,500,0000.94%
Ausdal Financial Partners, Inc. 43,990$1,675,0000.84%
FLOW TRADERS U.S. LLC 154,544$5,885,0000.55%
Mosaic Financial Partners, Inc. 18,947$722,0000.44%
View complete list of WISDOMTREE TR shareholders