VICUS CAPITAL - 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
VICUS CAPITAL ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2014$315,000
-78.4%
6,626
-79.2%
0.10%
-79.4%
Q1 2014$1,459,000
-7.2%
31,807
-6.9%
0.50%
-16.5%
Q4 2013$1,573,000
+9.2%
34,178
+11.7%
0.59%
-5.9%
Q3 2013$1,440,000
+3.4%
30,587
+5.5%
0.63%
-1.9%
Q2 2013$1,393,00028,9910.64%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
CLEAR INVESTMENT RESEARCH, LLC 69,589$2,331,0003.77%
STERLING INVESTMENT ADVISORS LLC /ADV 76,127$2,550,0002.27%
Pictet North America Advisors SA 650,815$21,802,0001.97%
Foresight Wealth Management, LLC 44,342$1,485,0001.58%
Lattice Strategies LLC 26,160$876,0000.76%
OPTIMUM INVESTMENT ADVISORS 65,655$2,199,0000.76%
Private Ocean, LLC 78,765$2,639,0000.74%
Strategic Wealth Partners, Ltd. 28,455$979,0000.49%
BANQUE PICTET & CIE SA 650,815$21,802,0000.44%
V Wealth Advisors LLC 22,313$760,0000.39%
View complete list of WISDOMTREE TR shareholders