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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $5,709,000 | +2.8% | 151,633 | +2.1% | 1.57% | -8.0% |
| Q2 2016 | $5,555,000 | -0.1% | 148,496 | -1.6% | 1.70% | +9.1% |
| Q1 2016 | $5,559,000 | +1.7% | 150,965 | -5.3% | 1.56% | -1.3% |
| Q4 2015 | $5,467,000 | -3.1% | 159,473 | -2.1% | 1.58% | -5.0% |
| Q3 2015 | $5,644,000 | -20.7% | 162,875 | -11.1% | 1.66% | -13.2% |
| Q2 2015 | $7,121,000 | -17.4% | 183,193 | -15.6% | 1.92% | -3.7% |
| Q1 2015 | $8,625,000 | +4.0% | 216,979 | +8.7% | 1.99% | -1.1% |
| Q4 2014 | $8,297,000 | +2.7% | 199,677 | +10.2% | 2.01% | -10.8% |
| Q3 2014 | $8,080,000 | -2.6% | 181,177 | +3.9% | 2.26% | -5.9% |
| Q2 2014 | $8,293,000 | +6.0% | 174,433 | +2.2% | 2.40% | +1.6% |
| Q1 2014 | $7,826,000 | +8.0% | 170,603 | +8.4% | 2.36% | +7.6% |
| Q4 2013 | $7,249,000 | +0.8% | 157,448 | +3.0% | 2.20% | -6.9% |
| Q3 2013 | $7,195,000 | -0.7% | 152,817 | +1.3% | 2.36% | +5.8% |
| Q2 2013 | $7,247,000 | – | 150,844 | – | 2.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CLEAR INVESTMENT RESEARCH, LLC | 69,589 | $2,331,000 | 3.77% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 76,127 | $2,550,000 | 2.27% |
| Pictet North America Advisors SA | 650,815 | $21,802,000 | 1.97% |
| Foresight Wealth Management, LLC | 44,342 | $1,485,000 | 1.58% |
| Lattice Strategies LLC | 26,160 | $876,000 | 0.76% |
| OPTIMUM INVESTMENT ADVISORS | 65,655 | $2,199,000 | 0.76% |
| Private Ocean, LLC | 78,765 | $2,639,000 | 0.74% |
| Strategic Wealth Partners, Ltd. | 28,455 | $979,000 | 0.49% |
| BANQUE PICTET & CIE SA | 650,815 | $21,802,000 | 0.44% |
| V Wealth Advisors LLC | 22,313 | $760,000 | 0.39% |