Betterment LLC - 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
Betterment LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$205
-99.9%
7,954
+6.9%
0.00%0.0%
Q1 2022$208,0007,4430.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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