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 | $33,431 | -4.7% | 1,273 | +0.1% | 0.00% | – |
| Q2 2023 | $35,083 | +2.0% | 1,272 | +0.1% | 0.00% | – |
| Q1 2023 | $34,394 | +7.5% | 1,271 | +0.2% | 0.00% | – |
| Q4 2022 | $32,000 | -28.9% | 1,268 | -32.3% | 0.00% | – |
| Q3 2022 | $45,000 | -87.2% | 1,874 | -86.3% | 0.00% | -100.0% |
| Q2 2022 | $351,000 | +269.5% | 13,645 | +298.4% | 0.00% | – |
| Q1 2022 | $95,000 | -52.0% | 3,425 | -48.2% | 0.00% | – |
| Q4 2021 | $198,000 | -27.5% | 6,606 | -24.4% | 0.00% | -100.0% |
| Q3 2021 | $273,000 | +35.8% | 8,739 | +41.3% | 0.00% | – |
| Q2 2021 | $201,000 | -3.8% | 6,186 | -5.4% | 0.00% | -100.0% |
| Q1 2021 | $209,000 | +101.0% | 6,541 | +117.2% | 0.00% | – |
| Q4 2020 | $104,000 | -25.2% | 3,011 | -31.5% | 0.00% | – |
| Q3 2020 | $139,000 | -18.7% | 4,393 | -18.0% | 0.00% | -100.0% |
| Q2 2020 | $171,000 | -11.4% | 5,360 | -58.3% | 0.00% | 0.0% |
| Q1 2020 | $193,000 | – | 12,869 | – | 0.00% | – |
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% |