Live Your Vision, LLC - WISDOMTREE TR ownership

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
Live Your Vision, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2015$8,000
-99.8%
228
-99.7%
0.00%
-99.8%
Q2 2014$3,456,000
+2.2%
72,697
-1.4%
1.81%
+1.3%
Q1 2014$3,383,000
-4.1%
73,747
-3.8%
1.79%
-8.2%
Q4 2013$3,526,000
+1.5%
76,627
+3.8%
1.95%
-2.8%
Q3 2013$3,474,000
+0.1%
73,795
+0.9%
2.00%
-3.5%
Q2 2013$3,470,00073,1382.07%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Chessman Wealth Strategies RIA 297,930$11,709,00014.75%
CLEAR INVESTMENT RESEARCH, LLC 177,267$6,967,0004.56%
STERLING INVESTMENT ADVISORS LLC /ADV 79,780$3,135,0002.59%
Strategic Wealth Partners, Ltd. 95,538$3,755,0001.94%
Mosaic Financial Partners, Inc. 68,332$2,685,0001.63%
One Capital Management, LLC 122,139$4,800,0000.94%
Lattice Strategies LLC 28,045$1,102,0000.80%
OPTIMUM INVESTMENT ADVISORS 65,655$2,580,0000.76%
Paracle Advisors, LLC 41,740$1,640,0000.52%
FLOW TRADERS U.S. LLC 163,516$6,426,0000.50%
View complete list of WISDOMTREE TR shareholders