WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 43 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,234 | -6.1% | 2,408 | -1.4% | 0.00% | 0.0% |
| Q2 2023 | $67,362 | -5.1% | 2,442 | -6.9% | 0.00% | -20.0% |
| Q1 2023 | $71,003 | – | 2,623 | +9614.8% | 0.01% | – |
| Q4 2018 | $0 | -100.0% | 27 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | -80.0% | 27 | -81.0% | 0.00% | -100.0% |
| Q2 2018 | $5,000 | -16.7% | 142 | +1.4% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | – | 140 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chessman Wealth Strategies RIA | 297,930 | $11,709,000 | 14.75% |
| CLEAR INVESTMENT RESEARCH, LLC | 177,267 | $6,967,000 | 4.56% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 79,780 | $3,135,000 | 2.59% |
| Strategic Wealth Partners, Ltd. | 95,538 | $3,755,000 | 1.94% |
| Mosaic Financial Partners, Inc. | 68,332 | $2,685,000 | 1.63% |
| One Capital Management, LLC | 122,139 | $4,800,000 | 0.94% |
| Lattice Strategies LLC | 28,045 | $1,102,000 | 0.80% |
| OPTIMUM INVESTMENT ADVISORS | 65,655 | $2,580,000 | 0.76% |
| Paracle Advisors, LLC | 41,740 | $1,640,000 | 0.52% |
| FLOW TRADERS U.S. LLC | 163,516 | $6,426,000 | 0.50% |