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 | $5,830 | -4.8% | 222 | 0.0% | 0.00% | – |
Q2 2023 | $6,124 | +1.9% | 222 | 0.0% | 0.00% | – |
Q1 2023 | $6,009 | – | 222 | – | 0.00% | – |
Q3 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
Q3 2019 | $3,000 | 0.0% | 98 | 0.0% | 0.00% | – |
Q2 2019 | $3,000 | -76.9% | 98 | -75.1% | 0.00% | -100.0% |
Q1 2019 | $13,000 | -67.5% | 393 | -67.8% | 0.00% | -83.3% |
Q4 2018 | $40,000 | 0.0% | 1,220 | +0.7% | 0.01% | +20.0% |
Q3 2018 | $40,000 | -13.0% | 1,212 | -10.3% | 0.01% | -28.6% |
Q2 2018 | $46,000 | -22.0% | 1,351 | -10.1% | 0.01% | -22.2% |
Q1 2018 | $59,000 | -40.4% | 1,503 | -41.6% | 0.01% | -43.8% |
Q4 2017 | $99,000 | -40.4% | 2,574 | -42.0% | 0.02% | -44.8% |
Q3 2017 | $166,000 | -30.3% | 4,435 | -28.5% | 0.03% | -35.6% |
Q2 2017 | $238,000 | -45.9% | 6,205 | -46.7% | 0.04% | +2.3% |
Q1 2017 | $440,000 | +100.0% | 11,638 | +89.1% | 0.04% | -15.4% |
Q4 2016 | $220,000 | – | 6,156 | – | 0.05% | – |
Download |
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% |