JFS WEALTH ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 56 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$27,967
-4.8%
1,0650.0%0.00%0.0%
Q2 2023$29,379
+1.9%
1,0650.0%0.00%0.0%
Q1 2023$28,829
+4.8%
1,0650.0%0.00%0.0%
Q4 2022$27,506
+5.8%
1,0650.0%0.00%0.0%
Q3 2022$26,000
-3.7%
1,0650.0%0.00%0.0%
Q2 2022$27,000
-10.0%
1,0650.0%0.00%0.0%
Q1 2022$30,000
-6.2%
1,0650.0%0.00%0.0%
Q4 2021$32,000
-3.0%
1,0650.0%0.00%0.0%
Q3 2021$33,000
-5.7%
1,0650.0%0.00%
-40.0%
Q2 2021$35,000
+2.9%
1,0650.0%0.01%
-28.6%
Q1 2021$34,000
-29.2%
1,065
-22.5%
0.01%
-30.0%
Q4 2020$48,000
+9.1%
1,3750.0%0.01%0.0%
Q3 2020$44,0000.0%1,3750.0%0.01%
-9.1%
Q2 2020$44,000
+7.3%
1,3750.0%0.01%
-8.3%
Q1 2020$41,000
-16.3%
1,3750.0%0.01%0.0%
Q4 2019$49,000
+4.3%
1,3750.0%0.01%0.0%
Q3 2019$47,000
-20.3%
1,375
-17.9%
0.01%
-20.0%
Q2 2019$59,000
+3.5%
1,6750.0%0.02%0.0%
Q1 2019$57,000
+1.8%
1,6750.0%0.02%0.0%
Q4 2018$56,000
+1.8%
1,6750.0%0.02%
+7.1%
Q3 2018$55,000
-6.8%
1,675
-2.8%
0.01%
-12.5%
Q2 2018$59,000
-13.2%
1,723
-0.1%
0.02%
-11.1%
Q1 2018$68,000
+3.0%
1,7240.0%0.02%
+12.5%
Q4 2017$66,000
-1.5%
1,7240.0%0.02%
-5.9%
Q3 2017$67,000
+1.5%
1,724
-0.3%
0.02%
-5.6%
Q2 2017$66,000
-73.0%
1,729
-74.6%
0.02%
-72.7%
Q1 2017$244,0000.0%6,8080.0%0.07%0.0%
Q4 2016$244,000
-23.5%
6,808
-18.7%
0.07%
-27.5%
Q3 2016$319,000
-15.2%
8,374
-16.7%
0.09%
-12.5%
Q2 2016$376,000
-40.9%
10,050
-41.8%
0.10%
-44.4%
Q1 2016$636,000
-31.5%
17,261
-36.2%
0.19%
-30.0%
Q4 2015$928,000
-8.8%
27,071
-7.8%
0.27%
-40.4%
Q3 2015$1,017,000
-8.9%
29,357
+2.2%
0.45%
-21.8%
Q2 2015$1,116,000
-4.9%
28,719
-2.8%
0.57%
+4.0%
Q1 2015$1,174,000
-4.8%
29,533
-0.4%
0.55%
+181.1%
Q4 2014$1,233,000
-8.4%
29,641
-1.8%
0.20%
-16.6%
Q3 2014$1,346,000
-12.0%
30,179
-6.2%
0.24%
-16.1%
Q2 2014$1,530,000
-99.9%
32,173
-34.8%
0.28%
-77.7%
Q1 2014$2,262,966,000
+77879.5%
49,334
-21.8%
1.25%
-0.8%
Q4 2013$2,902,000
-7.7%
63,063
-5.6%
1.26%
-14.0%
Q3 2013$3,145,000
-99.9%
66,809
+8.9%
1.47%
-0.7%
Q2 2013$2,946,059,00061,3251.48%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Elmwood Wealth Management, Inc. 48,327$1,352,0000.69%
Foresight Wealth Management, LLC 77,539$2,169,0000.40%
COLLECTIVE FAMILY OFFICE LLC 18,300$512,0000.20%
Columbus Macro, LLC 12,844$359,0000.12%
V Wealth Advisors LLC 9,901$277,0000.04%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,636$225,0000.04%
OneDigital Investment Advisors LLC 31,289$875,0000.03%
S.A. Mason LLC 1,695$47,0000.03%
FLOW TRADERS U.S. LLC 27,244$762,0000.03%
Destiny Wealth Partners, LLC 4,699$131,0000.02%
View complete list of WISDOMTREE TR shareholders