Lattice Strategies LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 45 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lattice Strategies LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2019$765,000
-12.7%
22,390
-14.4%
0.70%
-7.9%
Q4 2018$876,000
+1.6%
26,160
-0.4%
0.76%
+14.1%
Q3 2018$862,000
-8.6%
26,265
-4.2%
0.67%
-9.5%
Q2 2018$943,000
-14.4%
27,410
-2.3%
0.74%
-7.9%
Q1 2018$1,102,000
-51.8%
28,045
-52.8%
0.80%
-51.6%
Q4 2017$2,285,000
-0.9%
59,420
-0.5%
1.65%
-4.7%
Q3 2017$2,305,000
-3.2%
59,720
-4.8%
1.74%
-5.1%
Q2 2017$2,380,000
-0.8%
62,755
-1.7%
1.83%
-2.4%
Q1 2017$2,400,000
+2.0%
63,845
-2.9%
1.87%
-2.4%
Q4 2016$2,352,000
-5.9%
65,740
+0.1%
1.92%
+0.5%
Q3 2016$2,500,000
-3.5%
65,655
-5.2%
1.91%
-5.8%
Q2 2016$2,591,000
+1.0%
69,261
-0.6%
2.03%
+1.7%
Q1 2016$2,565,000
+53.5%
69,671
+43.0%
1.99%
+51.3%
Q4 2015$1,671,000
+203.3%
48,736
+206.5%
1.32%
+239.7%
Q3 2015$551,000
+45.8%
15,901
+63.4%
0.39%
+77.2%
Q2 2015$378,000
+0.8%
9,733
+3.2%
0.22%
+4.8%
Q1 2015$375,000
+44.8%
9,432
+51.5%
0.21%
+45.1%
Q4 2014$259,000
-67.5%
6,226
-65.1%
0.14%
-66.2%
Q3 2014$796,000
-15.4%
17,849
-9.8%
0.43%
-12.5%
Q2 2014$941,000
-15.8%
19,799
-18.7%
0.49%
-13.5%
Q1 2014$1,118,000
-35.3%
24,364
-35.1%
0.56%
-40.2%
Q4 2013$1,728,000
-8.4%
37,540
-6.3%
0.94%
-7.7%
Q3 2013$1,886,000
+159.1%
40,059
+164.2%
1.02%
+133.4%
Q2 2013$728,00015,1640.44%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
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