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 2023 | $287,824 | -6.0% | 10,434 | -7.7% | 0.05% | -15.8% |
| Q1 2023 | $306,061 | -3.2% | 11,307 | -7.6% | 0.06% | -12.3% |
| Q4 2022 | $316,110 | +7.9% | 12,240 | +1.3% | 0.06% | +10.2% |
| Q3 2022 | $293,000 | +4.6% | 12,081 | +10.8% | 0.06% | +11.3% |
| Q2 2022 | $280,000 | +1.1% | 10,906 | +10.2% | 0.05% | +20.5% |
| Q1 2022 | $277,000 | -33.7% | 9,901 | -24.3% | 0.04% | -59.6% |
| Q2 2020 | $418,000 | +19.8% | 13,082 | +10.5% | 0.11% | 0.0% |
| Q1 2020 | $349,000 | -66.8% | 11,835 | -61.3% | 0.11% | -71.0% |
| Q4 2019 | $1,052,000 | 0.0% | 30,576 | 0.0% | 0.38% | 0.0% |
| Q3 2019 | $1,052,000 | -5.4% | 30,576 | -2.7% | 0.38% | -10.9% |
| Q2 2019 | $1,112,000 | +59.5% | 31,421 | +53.1% | 0.42% | +50.2% |
| Q1 2019 | $697,000 | -8.3% | 20,523 | -8.0% | 0.28% | -27.4% |
| Q4 2018 | $760,000 | +12.1% | 22,313 | +7.5% | 0.39% | +23.6% |
| Q3 2018 | $678,000 | +169.0% | 20,748 | +192.8% | 0.31% | +122.0% |
| Q2 2018 | $252,000 | -8.4% | 7,085 | +2.5% | 0.14% | +1.4% |
| Q4 2017 | $275,000 | 0.0% | 6,909 | -1.8% | 0.14% | 0.0% |
| Q3 2017 | $275,000 | -11.9% | 7,039 | -14.3% | 0.14% | -4.8% |
| Q2 2017 | $312,000 | -6.6% | 8,209 | -6.9% | 0.15% | -28.8% |
| Q1 2017 | $334,000 | +5.4% | 8,814 | +0.6% | 0.20% | -11.6% |
| Q4 2016 | $317,000 | +24.8% | 8,764 | +32.4% | 0.23% | +13.2% |
| Q3 2016 | $254,000 | +4.1% | 6,619 | +2.1% | 0.20% | +2.5% |
| Q2 2016 | $244,000 | +7.5% | 6,484 | +5.2% | 0.20% | +9.9% |
| Q1 2016 | $227,000 | – | 6,165 | – | 0.18% | – |
Download | ||||||
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% |